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
$523M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$748K
3
+$596K
4
SBUX icon
Starbucks
SBUX
+$530K
5
LULU icon
lululemon athletica
LULU
+$412K

Top Sells

1
+$5.86M
2
+$643K
3
+$417K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$236K
5
AAPL icon
Apple
AAPL
+$235K

Sector Composition

1 Technology 24.69%
2 Healthcare 15.01%
3 Financials 13.03%
4 Consumer Discretionary 11%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
162
-163
452
$2K ﹤0.01%
46
453
$2K ﹤0.01%
20
454
$2K ﹤0.01%
250
455
$2K ﹤0.01%
100
456
$1K ﹤0.01%
62
457
$1K ﹤0.01%
75
458
$1K ﹤0.01%
5
459
$1K ﹤0.01%
75
-86
460
$1K ﹤0.01%
30
461
$1K ﹤0.01%
30
462
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50
463
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41
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$1K ﹤0.01%
25
-25
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15
466
– –
-190
467
$0 ﹤0.01%
4
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468
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-6,311
470
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471
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472
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473
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475
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-22
17 18
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20 21