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

Top Buys

1
+$1.46M
2
+$702K
3
+$536K
4
SBUX icon
Starbucks
SBUX
+$457K
5
SNOW icon
Snowflake
SNOW
+$334K

Top Sells

1
+$722K
2
+$694K
3
+$641K
4
CSCO icon
Cisco
CSCO
+$500K
5
NVDA icon
NVIDIA
NVDA
+$471K

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%
33
402
$1K ﹤0.01%
+8
403
$1K ﹤0.01%
95
404
$1K ﹤0.01%
35
405
$1K ﹤0.01%
2
406
$1K ﹤0.01%
20
407
$1K ﹤0.01%
5
408
$1K ﹤0.01%
4
409
$1K ﹤0.01%
10
410
$1K ﹤0.01%
+92
411
– –
-1,000
412
– –
-21
413
– –
-500
414
– –
-290
415
– –
-550
416
– –
-8
417
$0 ﹤0.01%
3
418
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-500
419
$0 ﹤0.01%
4
420
$0 ﹤0.01%
4
421
– –
-95
422
$0 ﹤0.01%
3
-8
423
$0 ﹤0.01%
3
424
$0 ﹤0.01%
5
425
– –
-35
14 15 16
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