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
$577M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$693K
3
+$494K
4
NKE icon
Nike
NKE
+$487K
5
PANW icon
Palo Alto Networks
PANW
+$391K

Top Sells

1
+$3.6M
2
+$1.76M
3
+$307K
4
KHC icon
Kraft Heinz
KHC
+$304K
5
XOM icon
Exxon Mobil
XOM
+$253K

Sector Composition

1 Technology 21.27%
2 Financials 16.58%
3 Healthcare 13.95%
4 Consumer Discretionary 11.13%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
75
427
$3K ﹤0.01%
+85
428
$3K ﹤0.01%
60
429
$3K ﹤0.01%
30
430
$3K ﹤0.01%
250
431
$3K ﹤0.01%
+100
432
$3K ﹤0.01%
315
433
$2K ﹤0.01%
62
-87
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$2K ﹤0.01%
5
435
$2K ﹤0.01%
50
436
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40
437
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35
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$2K ﹤0.01%
104
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$2K ﹤0.01%
+113
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$1K ﹤0.01%
75
441
$1K ﹤0.01%
5
442
$1K ﹤0.01%
50
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$1K ﹤0.01%
+30
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$1K ﹤0.01%
+62
445
$1K ﹤0.01%
30
446
$1K ﹤0.01%
20
447
$1K ﹤0.01%
+15
448
$1K ﹤0.01%
20
449
$1K ﹤0.01%
+166
450
$1K ﹤0.01%
+42
16 17
18
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