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
$711M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$1.6M
2 +$902K
3 +$898K
4
MRK icon
Merck
MRK
+$684K
5
SCI icon
Service Corp International
SCI
+$551K

Top Sells

1 +$1.77M
2 +$1.7M
3 +$1.08M
4
HON icon
Honeywell
HON
+$980K
5
DIS icon
Walt Disney
DIS
+$826K

Sector Composition

1 Technology 27.97%
2 Financials 15.13%
3 Healthcare 12.75%
4 Consumer Discretionary 12.35%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVE icon
376
iShares S&P 500 Value ETF
IVE
$42.5B
$5K ﹤0.01%
24
KBE icon
377
SPDR S&P Bank ETF
KBE
$1.46B
$5K ﹤0.01%
100
MET icon
378
MetLife
MET
$52.3B
$5K ﹤0.01%
61
PRU icon
379
Prudential Financial
PRU
$36B
$5K ﹤0.01%
41
DJT icon
380
Trump Media & Technology Group
DJT
$4.43B
$5K ﹤0.01%
275
EKSO icon
381
Ekso Bionics
EKSO
$13.3M
$4K ﹤0.01%
+667
HACK icon
382
Amplify Cybersecurity ETF
HACK
$2.42B
$4K ﹤0.01%
50
MELI icon
383
Mercado Libre
MELI
$110B
$4K ﹤0.01%
2
SE icon
384
Sea Limited
SE
$91.6B
$4K ﹤0.01%
+32
SLB icon
385
SLB Limited
SLB
$53.5B
$4K ﹤0.01%
100
VOX icon
386
Vanguard Communication Services ETF
VOX
$5.75B
$4K ﹤0.01%
28
-5
DTCR icon
387
Global X Data Center & Digital Infrastructure ETF
DTCR
$500M
$4K ﹤0.01%
225
AHCO icon
388
AdaptHealth
AHCO
$1.27B
$3K ﹤0.01%
250
BCE icon
389
BCE
BCE
$22.2B
$3K ﹤0.01%
150
PDBC icon
390
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.54B
$3K ﹤0.01%
224
GNRC icon
391
Generac Holdings
GNRC
$11.3B
$2K ﹤0.01%
15
HDV icon
392
iShares Core High Dividend ETF
HDV
$11.7B
$2K ﹤0.01%
20
IEFA icon
393
iShares Core MSCI EAFE ETF
IEFA
$158B
$2K ﹤0.01%
23
IEMG icon
394
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$2K ﹤0.01%
30
STNE icon
395
StoneCo
STNE
$5.08B
$2K ﹤0.01%
160
SWK icon
396
Stanley Black & Decker
SWK
$10.9B
$2K ﹤0.01%
25
VFH icon
397
Vanguard Financials ETF
VFH
$12.8B
$2K ﹤0.01%
15
AAL icon
398
American Airlines Group
AAL
$9.1B
$1K ﹤0.01%
96
AMRN
399
Amarin Corp
AMRN
$408M
$1K ﹤0.01%
60
AMR icon
400
Alpha Metallurgical Resources
AMR
$2.14B
$1K ﹤0.01%
+11