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RMC

Resources Management Corp Portfolio holdings

AUM $753M
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$753M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.43M
3
+$1.39M
4
PANW icon
Palo Alto Networks
PANW
+$1.18M
5
BSX icon
Boston Scientific
BSX
+$1.02M

Top Sells

1
+$1.3M
2
+$677K
3
+$614K
4
CMG icon
Chipotle Mexican Grill
CMG
+$514K
5
LRCX icon
Lam Research
LRCX
+$451K

Sector Composition

1 Technology 29.59%
2 Financials 12.24%
3 Healthcare 11.93%
4 Consumer Discretionary 11.68%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DG icon
401
Dollar General
DG
$24.2B
$0 ﹤0.01%
4
-15
DKNG icon
402
DraftKings
DKNG
$14.4B
$0 ﹤0.01%
20
DUOL icon
403
Duolingo
DUOL
$5.86B
$0 ﹤0.01%
4
DVY icon
404
iShares Select Dividend ETF
DVY
$22.8B
– –
-400
ENB icon
405
Enbridge
ENB
$123B
– –
-335
FNDX icon
406
Schwab Fundamental US Large Company Index ETF
FNDX
$25.4B
– –
-995
HIFS icon
407
Hingham Institution for Saving
HIFS
$639M
– –
-125
HPE icon
408
Hewlett Packard
HPE
$61.1B
– –
-625
HPQ icon
409
HP
HPQ
$22.9B
– –
-625
HTD
410
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$909M
– –
-1,250
ITRI icon
411
Itron
ITRI
$3.58B
– –
-500
KAI icon
412
Kadant
KAI
$3.39B
– –
-10
KD icon
413
Kyndryl
KD
$2.56B
$0 ﹤0.01%
3
KTB icon
414
Kontoor Brands
KTB
$4.25B
$0 ﹤0.01%
3
LCID icon
415
Lucid Motors
LCID
$1.9B
$0 ﹤0.01%
5
NUE icon
416
Nucor
NUE
$57.7B
– –
-75
OGN icon
417
Organon & Co
OGN
$3.52B
– –
-45
PII icon
418
Polaris
PII
$3.91B
$0 ﹤0.01%
+9
PPL icon
419
PPL Corp
PPL
$26.8B
– –
-150
PRGO icon
420
Perrigo
PRGO
$1.57B
– –
-10
PRTA icon
421
Prothena Corp
PRTA
$429M
– –
-3
PYPL icon
422
PayPal
PYPL
$36.3B
– –
-222
RYN icon
423
Rayonier
RYN
$6.31B
– –
-11
SMCI icon
424
Super Micro Computer
SMCI
$20.3B
– –
-600
SNV
425
DELISTED
Synovus
SNV
– –
-1,400
14 15 16
17
18