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
$712M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.61M
3
+$2.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.22M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.59M

Top Sells

1
+$1.06M
2
+$1.01M
3
+$877K
4
PFE icon
Pfizer
PFE
+$793K
5
T icon
AT&T
T
+$579K

Sector Composition

1 Technology 24.19%
2 Financials 14.61%
3 Healthcare 13.54%
4 Consumer Discretionary 11.17%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7K ﹤0.01%
100
427
$7K ﹤0.01%
150
428
$7K ﹤0.01%
275
429
$7K ﹤0.01%
80
430
$7K ﹤0.01%
200
431
$6K ﹤0.01%
80
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$6K ﹤0.01%
+125
433
$6K ﹤0.01%
40
434
$6K ﹤0.01%
20
-10
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$6K ﹤0.01%
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436
$6K ﹤0.01%
200
437
$5K ﹤0.01%
50
438
$5K ﹤0.01%
50
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$5K ﹤0.01%
65
440
$5K ﹤0.01%
400
441
$5K ﹤0.01%
145
-185
442
$5K ﹤0.01%
+25
443
$5K ﹤0.01%
73
444
$5K ﹤0.01%
+200
445
$5K ﹤0.01%
25
446
$5K ﹤0.01%
40
447
$5K ﹤0.01%
100
448
$5K ﹤0.01%
94
449
$4K ﹤0.01%
5
450
$4K ﹤0.01%
125
16 17
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19 20