RMC

Resources Management Corp Portfolio holdings

AUM $736M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$904K
3
+$776K
4
UNH icon
UnitedHealth
UNH
+$567K
5
WM icon
Waste Management
WM
+$385K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$983K
4
AVGO icon
Broadcom
AVGO
+$971K
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Sector Composition

1 Technology 29.92%
2 Financials 14.9%
3 Consumer Discretionary 11.81%
4 Healthcare 11.78%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
41
377
$5K ﹤0.01%
411
378
$5K ﹤0.01%
33
379
$4K ﹤0.01%
50
-500
380
$4K ﹤0.01%
100
381
$4K ﹤0.01%
200
382
$4K ﹤0.01%
200
383
$4K ﹤0.01%
225
384
$3K ﹤0.01%
150
385
$3K ﹤0.01%
2
386
$3K ﹤0.01%
224
387
$3K ﹤0.01%
350
388
$2K ﹤0.01%
96
389
$2K ﹤0.01%
250
390
$2K ﹤0.01%
15
391
$2K ﹤0.01%
20
-50
392
$2K ﹤0.01%
23
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$2K ﹤0.01%
30
-7
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$2K ﹤0.01%
225
395
$2K ﹤0.01%
25
396
$2K ﹤0.01%
4
397
$2K ﹤0.01%
15
398
$2K ﹤0.01%
56
-80
399
$2K ﹤0.01%
115
400
$1K ﹤0.01%
60
14 15
16
17 18