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
$712M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.61M
3
+$2.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.22M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.59M

Top Sells

1
+$1.06M
2
+$1.01M
3
+$877K
4
PFE icon
Pfizer
PFE
+$793K
5
T icon
AT&T
T
+$579K

Sector Composition

1 Technology 24.19%
2 Financials 14.61%
3 Healthcare 13.54%
4 Consumer Discretionary 11.17%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11K ﹤0.01%
186
402
$11K ﹤0.01%
+365
403
$11K ﹤0.01%
200
404
$11K ﹤0.01%
200
405
$11K ﹤0.01%
1,775
-775
406
$10K ﹤0.01%
150
407
$10K ﹤0.01%
50
408
$10K ﹤0.01%
56
409
$10K ﹤0.01%
525
+125
410
$10K ﹤0.01%
200
411
$10K ﹤0.01%
50
412
$9K ﹤0.01%
150
413
$9K ﹤0.01%
+100
414
$9K ﹤0.01%
100
415
$9K ﹤0.01%
300
416
$9K ﹤0.01%
150
417
$9K ﹤0.01%
500
418
$9K ﹤0.01%
65
+50
419
$8K ﹤0.01%
175
420
$8K ﹤0.01%
117
421
$8K ﹤0.01%
+300
422
$8K ﹤0.01%
150
423
$8K ﹤0.01%
+24
424
$8K ﹤0.01%
1,000
425
$7K ﹤0.01%
150
15 16
17
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