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RMC

Resources Management Corp Portfolio holdings

AUM $753M
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$937K
3
+$803K
4
UNH icon
UnitedHealth
UNH
+$637K
5
XYL icon
Xylem
XYL
+$411K

Top Sells

1
+$1.28M
2
+$1.13M
3
+$926K
4
BMY icon
Bristol-Myers Squibb
BMY
+$864K
5
AVGO icon
Broadcom
AVGO
+$775K

Sector Composition

1 Technology 29.92%
2 Financials 14.9%
3 Consumer Discretionary 11.81%
4 Healthcare 11.78%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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300
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