RMC

Resources Management Corp Portfolio holdings

AUM $772M
1-Year Est. Return 21.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1 +$907K
2 +$484K
3 +$450K
4
PARA
Paramount Global Class B
PARA
+$447K
5
CRWD icon
CrowdStrike
CRWD
+$405K

Top Sells

1 +$1.64M
2 +$1.55M
3 +$1.42M
4
CVX icon
Chevron
CVX
+$825K
5
ORCL icon
Oracle
ORCL
+$491K

Sector Composition

1 Technology 25.01%
2 Healthcare 14.94%
3 Consumer Discretionary 12.01%
4 Financials 11.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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