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
$554M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$493K
3
+$477K
4
PARA
Paramount Global Class B
PARA
+$467K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$432K

Top Sells

1
+$1.64M
2
+$1.57M
3
+$1.2M
4
CVX icon
Chevron
CVX
+$706K
5
ORCL icon
Oracle
ORCL
+$516K

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
– –
-100
434
– –
-4
435
– –
-200
436
– –
-110
437
– –
-75
438
– –
-150
439
– –
-447
440
$0 ﹤0.01%
17
-323
441
– –
-1,800
442
– –
-87
443
– –
-117
444
– –
-265
445
$0 ﹤0.01%
1
446
– –
-200
447
– –
-200
448
– –
-107
449
– –
-194
450
– –
-250
16 17
18
19 20