RMC

Resources Management Corp Portfolio holdings

AUM $774M
1-Year Est. Return 19.73%
This Quarter Est. Return
1 Year Est. Return
+19.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$904K
3
+$776K
4
UNH icon
UnitedHealth
UNH
+$567K
5
WM icon
Waste Management
WM
+$385K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$983K
4
AVGO icon
Broadcom
AVGO
+$971K
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Sector Composition

1 Technology 29.92%
2 Financials 14.9%
3 Consumer Discretionary 11.81%
4 Healthcare 11.78%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
+6
402
$1K ﹤0.01%
10
-75
403
$1K ﹤0.01%
20
404
$1K ﹤0.01%
4
405
$1K ﹤0.01%
280
406
$1K ﹤0.01%
33
407
$1K ﹤0.01%
8
408
$1K ﹤0.01%
95
409
$1K ﹤0.01%
5
410
$1K ﹤0.01%
160
411
$1K ﹤0.01%
10
412
– –
-76
413
– –
-300
414
– –
-78
415
– –
-41
416
– –
-16
417
– –
-35
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-6
419
– –
-2
420
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-106
421
– –
-9
422
$0 ﹤0.01%
500
423
– –
-88
424
– –
-600
425
– –
-1,200
15 16
17
18 19