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
$712M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.61M
3
+$2.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.22M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.59M

Top Sells

1
+$1.06M
2
+$1.01M
3
+$877K
4
PFE icon
Pfizer
PFE
+$793K
5
T icon
AT&T
T
+$579K

Sector Composition

1 Technology 24.19%
2 Financials 14.61%
3 Healthcare 13.54%
4 Consumer Discretionary 11.17%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
200
-72
452
$4K ﹤0.01%
60
453
$4K ﹤0.01%
66
454
$4K ﹤0.01%
10
455
$4K ﹤0.01%
+200
456
$3K ﹤0.01%
30
457
$3K ﹤0.01%
10
458
$3K ﹤0.01%
50
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$3K ﹤0.01%
65
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460
$3K ﹤0.01%
30
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100
462
$3K ﹤0.01%
241
463
$3K ﹤0.01%
5
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$3K ﹤0.01%
+25
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$3K ﹤0.01%
20
466
$2K ﹤0.01%
+9
467
$2K ﹤0.01%
+10
468
$2K ﹤0.01%
10
469
$2K ﹤0.01%
150
470
$2K ﹤0.01%
300
471
$1K ﹤0.01%
62
472
$1K ﹤0.01%
75
473
$1K ﹤0.01%
5
474
$1K ﹤0.01%
30
475
$1K ﹤0.01%
5
17 18
19
20 21