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
$687M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$720K
3
+$575K
4
SBUX icon
Starbucks
SBUX
+$437K
5
SNOW icon
Snowflake
SNOW
+$305K

Top Sells

1
+$784K
2
+$763K
3
+$678K
4
NVDA icon
NVIDIA
NVDA
+$576K
5
CSCO icon
Cisco
CSCO
+$500K

Sector Composition

1 Technology 29.54%
2 Financials 13.67%
3 Healthcare 12.62%
4 Consumer Discretionary 11.29%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
280
402
$1K ﹤0.01%
33
403
$1K ﹤0.01%
+8
404
$1K ﹤0.01%
95
405
$1K ﹤0.01%
35
406
$1K ﹤0.01%
2
407
$1K ﹤0.01%
20
408
$1K ﹤0.01%
5
409
$1K ﹤0.01%
4
410
$1K ﹤0.01%
10
411
$1K ﹤0.01%
+92
412
– –
-1,000
413
– –
-21
414
– –
-500
415
– –
-290
416
– –
-550
417
– –
-8
418
$0 ﹤0.01%
3
419
– –
-500
420
$0 ﹤0.01%
4
421
$0 ﹤0.01%
4
422
$0 ﹤0.01%
3
423
$0 ﹤0.01%
5
424
– –
-35
425
– –
-1,000
14 15 16
17
18