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
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$904K
3
+$776K
4
UNH icon
UnitedHealth
UNH
+$567K
5
WM icon
Waste Management
WM
+$385K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$983K
4
AVGO icon
Broadcom
AVGO
+$971K
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

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
451
– –
-28
452
– –
-4
453
– –
-4
454
$0 ﹤0.01%
3
455
$0 ﹤0.01%
3
456
$0 ﹤0.01%
5
457
$0 ﹤0.01%
300
458
$0 ﹤0.01%
30
459
– –
-2,770
15 16 17 18
19