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
$577M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$693K
3
+$494K
4
NKE icon
Nike
NKE
+$487K
5
PANW icon
Palo Alto Networks
PANW
+$391K

Top Sells

1
+$3.6M
2
+$1.76M
3
+$307K
4
KHC icon
Kraft Heinz
KHC
+$304K
5
XOM icon
Exxon Mobil
XOM
+$253K

Sector Composition

1 Technology 21.27%
2 Financials 16.58%
3 Healthcare 13.95%
4 Consumer Discretionary 11.13%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7K ﹤0.01%
22
402
$7K ﹤0.01%
40
403
$6K ﹤0.01%
86
+2
404
$6K ﹤0.01%
150
-78
405
$6K ﹤0.01%
106
+2
406
$6K ﹤0.01%
+194
407
$6K ﹤0.01%
200
-100
408
$6K ﹤0.01%
1,000
409
$6K ﹤0.01%
15
410
$5K ﹤0.01%
225
411
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412
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102
413
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250
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360
415
$5K ﹤0.01%
215
-300
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$5K ﹤0.01%
100
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$5K ﹤0.01%
50
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100
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$4K ﹤0.01%
50
420
$4K ﹤0.01%
65
421
$4K ﹤0.01%
241
422
$4K ﹤0.01%
73
-125
423
$4K ﹤0.01%
55
424
$4K ﹤0.01%
50
425
$4K ﹤0.01%
52
15 16
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18 19