RMC

Resources Management Corp Portfolio holdings

AUM $772M
1-Year Est. Return 21.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$736M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.62M
3
+$1.58M
4
LLY icon
Eli Lilly
LLY
+$1.13M
5
CRM icon
Salesforce
CRM
+$585K

Top Sells

1
+$1.36M
2
+$1.3M
3
+$1.17M
4
BMO icon
Bank of Montreal
BMO
+$1.06M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 32.14%
2 Financials 14.12%
3 Consumer Discretionary 11.66%
4 Healthcare 11.01%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
150
377
$4K ﹤0.01%
50
378
$4K ﹤0.01%
41
379
$4K ﹤0.01%
225
380
$3K ﹤0.01%
31
+20
381
$3K ﹤0.01%
150
382
$3K ﹤0.01%
224
383
$3K ﹤0.01%
100
384
$3K ﹤0.01%
160
385
$3K ﹤0.01%
18
-10
386
$2K ﹤0.01%
250
387
$2K ﹤0.01%
4
388
$2K ﹤0.01%
666
-1
389
$2K ﹤0.01%
280
390
$2K ﹤0.01%
15
391
$2K ﹤0.01%
20
392
$2K ﹤0.01%
23
393
$2K ﹤0.01%
30
394
$2K ﹤0.01%
60
-895
395
$2K ﹤0.01%
500
396
$2K ﹤0.01%
190
-810
397
$1K ﹤0.01%
96
398
$1K ﹤0.01%
60
399
$1K ﹤0.01%
6
400
$1K ﹤0.01%
20
14 15
16
17 18