RMC

Resources Management Corp Portfolio holdings

AUM $774M
1-Year Est. Return 19.73%
This Quarter Est. Return
1 Year Est. Return
+19.73%
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
+$2.76M
2
+$1.58M
3
+$1.51M
4
LLY icon
Eli Lilly
LLY
+$1.14M
5
CRM icon
Salesforce
CRM
+$597K

Top Sells

1
+$1.57M
2
+$1.53M
3
+$1.19M
4
BMO icon
Bank of Montreal
BMO
+$1.16M
5
CVS icon
CVS Health
CVS
+$1.07M

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
BBWI icon
376
Bath & Body Works
BBWI
$4.54B
$4K ﹤0.01%
150
HACK icon
377
Amplify Cybersecurity ETF
HACK
$2.04B
$4K ﹤0.01%
50
PRU icon
378
Prudential Financial
PRU
$37.7B
$4K ﹤0.01%
41
DTCR icon
379
Global X Data Center & Digital Infrastructure ETF
DTCR
$910M
$4K ﹤0.01%
225
AMR icon
380
Alpha Metallurgical Resources
AMR
$2.97B
$3K ﹤0.01%
31
+20
BCE icon
381
BCE
BCE
$23.5B
$3K ﹤0.01%
150
PDBC icon
382
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.91B
$3K ﹤0.01%
224
SLB icon
383
SLB Ltd
SLB
$73.4B
$3K ﹤0.01%
100
STNE icon
384
StoneCo
STNE
$4.19B
$3K ﹤0.01%
160
VOX icon
385
Vanguard Communication Services ETF
VOX
$6.31B
$3K ﹤0.01%
18
-10
AHCO icon
386
AdaptHealth
AHCO
$1.37B
$2K ﹤0.01%
250
DUOL icon
387
Duolingo
DUOL
$7.21B
$2K ﹤0.01%
4
EKSO icon
388
Ekso Bionics
EKSO
$29.6M
$2K ﹤0.01%
666
-1
EVLV icon
389
Evolv Technologies
EVLV
$1.14B
$2K ﹤0.01%
280
GNRC icon
390
Generac Holdings
GNRC
$10.2B
$2K ﹤0.01%
15
HDV icon
391
iShares Core High Dividend ETF
HDV
$12.4B
$2K ﹤0.01%
20
IEFA icon
392
iShares Core MSCI EAFE ETF
IEFA
$171B
$2K ﹤0.01%
23
IEMG icon
393
iShares Core MSCI Emerging Markets ETF
IEMG
$134B
$2K ﹤0.01%
30
MRNA icon
394
Moderna
MRNA
$19B
$2K ﹤0.01%
60
-895
RPID icon
395
Rapid Micro Biosystems
RPID
$183M
$2K ﹤0.01%
500
RUN icon
396
Sunrun
RUN
$4.52B
$2K ﹤0.01%
190
-810
AAL icon
397
American Airlines Group
AAL
$9.68B
$1K ﹤0.01%
96
AMRN
398
Amarin Corp
AMRN
$338M
$1K ﹤0.01%
60
XLC icon
399
State Street Communication Services Select Sector SPDR ETF
XLC
$26.8B
$1K ﹤0.01%
10
CAVA icon
400
CAVA Group
CAVA
$7.69B
$1K ﹤0.01%
6
14 15
16
17 18