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
$622M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$24.1M
3
+$19.1M
4
BR icon
Broadridge
BR
+$17.9M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$16.3M

Top Sells

1
+$111M
2
+$41.2M
3
+$35.4M
4
PFE icon
Pfizer
PFE
+$29.8M
5
ORCL icon
Oracle
ORCL
+$25.3M

Sector Composition

1 Technology 16.88%
2 Financials 15.59%
3 Healthcare 13.59%
4 Industrials 9.21%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
160
-90
427
$2K ﹤0.01%
32
-813
428
$2K ﹤0.01%
100
-1,977
429
$2K ﹤0.01%
+400
430
$2K ﹤0.01%
+100
431
$2K ﹤0.01%
50
-28,950
432
$2K ﹤0.01%
137
-28,220
433
$2K ﹤0.01%
300
-4,611
434
$2K ﹤0.01%
225
-1,310
435
$2K ﹤0.01%
190
-1,504
436
$2K ﹤0.01%
20
-55
437
$2K ﹤0.01%
66
-112,980
438
$2K ﹤0.01%
164
-19,266
439
$2K ﹤0.01%
400
+85
440
$2K ﹤0.01%
196
-8,482
441
$2K ﹤0.01%
100
-7,882
442
$2K ﹤0.01%
+50
443
$1K ﹤0.01%
280
-1,731
444
$1K ﹤0.01%
500
-40,095
445
$1K ﹤0.01%
250
-425
446
$1K ﹤0.01%
+75
447
$1K ﹤0.01%
1,500
-475
448
$1K ﹤0.01%
+33
449
$1K ﹤0.01%
96
-1,574
450
$1K ﹤0.01%
500
-231
16 17
18
19 20