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
$622M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$24.1M
3
+$19.1M
4
BR icon
Broadridge
BR
+$17.9M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$16.3M

Top Sells

1
+$111M
2
+$41.2M
3
+$35.4M
4
PFE icon
Pfizer
PFE
+$29.8M
5
ORCL icon
Oracle
ORCL
+$25.3M

Sector Composition

1 Technology 16.88%
2 Financials 15.59%
3 Healthcare 13.59%
4 Industrials 9.21%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
312
-487
402
$5K ﹤0.01%
35
-5,699
403
$5K ﹤0.01%
79
-1,021
404
$4K ﹤0.01%
47
-353
405
$4K ﹤0.01%
66
-3,725
406
$4K ﹤0.01%
100
-450
407
$4K ﹤0.01%
760
+723
408
$4K ﹤0.01%
200
409
$4K ﹤0.01%
50
-6,940
410
$4K ﹤0.01%
200
-18,200
411
$4K ﹤0.01%
+200
412
$4K ﹤0.01%
400
+350
413
$4K ﹤0.01%
200
-14,767
414
$4K ﹤0.01%
50
-34,250
415
$4K ﹤0.01%
25
-815
416
$4K ﹤0.01%
+40
417
$3K ﹤0.01%
221
+202
418
$3K ﹤0.01%
100
-26,675
419
$3K ﹤0.01%
1,250
+890
420
$3K ﹤0.01%
+224
421
$3K ﹤0.01%
75
-237
422
$3K ﹤0.01%
175
-13,820
423
$3K ﹤0.01%
175
-23
424
$2K ﹤0.01%
100
-63,407
425
$2K ﹤0.01%
+1,200
15 16
17
18 19