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
$696M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$796K
3
+$591K
4
TMO icon
Thermo Fisher Scientific
TMO
+$561K
5
FHN icon
First Horizon
FHN
+$488K

Top Sells

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

Sector Composition

1 Technology 25.29%
2 Financials 15.26%
3 Healthcare 13.87%
4 Consumer Discretionary 11.45%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K ﹤0.01%
175
402
$9K ﹤0.01%
56
403
$9K ﹤0.01%
150
404
$9K ﹤0.01%
+500
405
$9K ﹤0.01%
50
406
$9K ﹤0.01%
1,000
407
$8K ﹤0.01%
300
408
$8K ﹤0.01%
+25
409
$8K ﹤0.01%
500
410
$8K ﹤0.01%
100
411
$8K ﹤0.01%
117
412
$7K ﹤0.01%
150
413
$7K ﹤0.01%
400
-125
414
$7K ﹤0.01%
20
415
$7K ﹤0.01%
200
416
$7K ﹤0.01%
1,000
417
$7K ﹤0.01%
100
418
$7K ﹤0.01%
150
419
$6K ﹤0.01%
70
-10
420
$6K ﹤0.01%
275
421
$6K ﹤0.01%
83
+3
422
$6K ﹤0.01%
201
423
$6K ﹤0.01%
+536
424
$6K ﹤0.01%
+100
425
$5K ﹤0.01%
+100
15 16
17
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