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
$687M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$720K
3
+$575K
4
SBUX icon
Starbucks
SBUX
+$437K
5
SNOW icon
Snowflake
SNOW
+$305K

Top Sells

1
+$784K
2
+$763K
3
+$678K
4
NVDA icon
NVIDIA
NVDA
+$576K
5
CSCO icon
Cisco
CSCO
+$500K

Sector Composition

1 Technology 29.54%
2 Financials 13.67%
3 Healthcare 12.62%
4 Consumer Discretionary 11.29%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-35,000
427
$0 ﹤0.01%
6
-560
428
– –
-1,000
429
– –
-21
430
– –
-500
431
– –
-290
432
– –
-550
433
– –
-8
434
$0 ﹤0.01%
3
435
– –
-500
436
$0 ﹤0.01%
4
437
$0 ﹤0.01%
4
438
– –
-650
439
– –
-5,800
440
– –
-237
441
$0 ﹤0.01%
300
442
$0 ﹤0.01%
30
443
– –
-100
14 15 16 17
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