RMC

Resources Management Corp Portfolio holdings

AUM $772M
1-Year Est. Return 21.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$907K
2
+$484K
3
+$450K
4
PARA
Paramount Global Class B
PARA
+$447K
5
CRWD icon
CrowdStrike
CRWD
+$405K

Top Sells

1
+$1.64M
2
+$1.55M
3
+$1.42M
4
CVX icon
Chevron
CVX
+$825K
5
ORCL icon
Oracle
ORCL
+$491K

Sector Composition

1 Technology 25.01%
2 Healthcare 14.94%
3 Consumer Discretionary 12.01%
4 Financials 11.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
15
427
$1K ﹤0.01%
62
428
$1K ﹤0.01%
75
429
$1K ﹤0.01%
5
430
$1K ﹤0.01%
30
431
$1K ﹤0.01%
30
432
$1K ﹤0.01%
250
433
– –
-200
434
– –
-110
435
– –
-75
436
– –
-150
437
– –
-447
438
$0 ﹤0.01%
17
-323
439
– –
-1,800
440
– –
-265
441
$0 ﹤0.01%
1
442
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-200
443
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-200
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– –
-107
445
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-194
446
– –
-250
447
– –
-273
448
– –
-41
449
– –
-72
450
– –
-20,000
16 17
18
19 20