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
$523M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$748K
3
+$596K
4
SBUX icon
Starbucks
SBUX
+$530K
5
LULU icon
lululemon athletica
LULU
+$412K

Top Sells

1
+$5.86M
2
+$643K
3
+$417K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$236K
5
AAPL icon
Apple
AAPL
+$235K

Sector Composition

1 Technology 24.69%
2 Healthcare 15.01%
3 Financials 13.03%
4 Consumer Discretionary 11%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
80
427
$4K ﹤0.01%
40
428
$4K ﹤0.01%
1,000
429
$4K ﹤0.01%
51
-51
430
$4K ﹤0.01%
73
431
$4K ﹤0.01%
5
432
$3K ﹤0.01%
225
433
$3K ﹤0.01%
110
434
$3K ﹤0.01%
275
435
$3K ﹤0.01%
200
-1,000
436
$3K ﹤0.01%
50
437
$3K ﹤0.01%
100
438
$3K ﹤0.01%
31
439
$3K ﹤0.01%
60
440
$3K ﹤0.01%
5
441
$3K ﹤0.01%
301
-200
442
$3K ﹤0.01%
127
443
$3K ﹤0.01%
30
444
$3K ﹤0.01%
55
445
$3K ﹤0.01%
50
446
$3K ﹤0.01%
40
447
$3K ﹤0.01%
100
448
$2K ﹤0.01%
200
-1,000
449
$2K ﹤0.01%
55
450
$2K ﹤0.01%
241
16 17
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