RMC

Resources Management Corp Portfolio holdings

AUM $772M
1-Year Est. Return 21.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$684M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.26M
3
+$961K
4
SBUX icon
Starbucks
SBUX
+$722K
5
UNH icon
UnitedHealth
UNH
+$636K

Top Sells

1
+$2.46M
2
+$2.42M
3
+$2.09M
4
NVDA icon
NVIDIA
NVDA
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.62M

Sector Composition

1 Technology 27.32%
2 Financials 14.37%
3 Healthcare 13.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
350
402
$3K ﹤0.01%
200
-2,065
403
$2K ﹤0.01%
30
404
$2K ﹤0.01%
49
405
$2K ﹤0.01%
23
406
$2K ﹤0.01%
37
407
$2K ﹤0.01%
35
408
$1K ﹤0.01%
96
409
$1K ﹤0.01%
60
410
$1K ﹤0.01%
7
411
$1K ﹤0.01%
20
412
$1K ﹤0.01%
280
413
$1K ﹤0.01%
33
414
$1K ﹤0.01%
+95
415
$1K ﹤0.01%
20
416
$1K ﹤0.01%
9
417
$1K ﹤0.01%
5
418
$1K ﹤0.01%
4
-30
419
$1K ﹤0.01%
10
420
– –
-75
421
$0 ﹤0.01%
118
422
– –
-139
423
– –
-200
424
– –
-5
425
– –
-200
15 16
17
18 19