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
$523M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$748K
3
+$596K
4
SBUX icon
Starbucks
SBUX
+$530K
5
LULU icon
lululemon athletica
LULU
+$412K

Top Sells

1
+$5.86M
2
+$643K
3
+$417K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$236K
5
AAPL icon
Apple
AAPL
+$235K

Sector Composition

1 Technology 24.69%
2 Healthcare 15.01%
3 Financials 13.03%
4 Consumer Discretionary 11%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7K ﹤0.01%
800
402
$7K ﹤0.01%
+126
403
$7K ﹤0.01%
+50
404
$7K ﹤0.01%
1,000
405
$7K ﹤0.01%
250
406
$6K ﹤0.01%
12
-7
407
$6K ﹤0.01%
100
-200
408
$6K ﹤0.01%
87
+1
409
$6K ﹤0.01%
+500
410
$6K ﹤0.01%
300
411
$6K ﹤0.01%
117
-117
412
$6K ﹤0.01%
186
413
$6K ﹤0.01%
400
-192
414
$6K ﹤0.01%
72
-73
415
$5K ﹤0.01%
80
416
$5K ﹤0.01%
107
+1
417
$5K ﹤0.01%
114
418
$5K ﹤0.01%
20
419
$5K ﹤0.01%
+101
420
$4K ﹤0.01%
5,001
+4,933
421
$4K ﹤0.01%
50
422
$4K ﹤0.01%
54
423
$4K ﹤0.01%
65
424
$4K ﹤0.01%
194
425
$4K ﹤0.01%
213
-21
15 16
17
18 19