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
26
$5.19M 0.99%
46,668
+1,925
27
$5.15M 0.98%
225,522
+5,166
28
$5.04M 0.96%
112,665
-4,730
29
$4.77M 0.91%
39,522
-353
30
$4.7M 0.9%
51,348
-150
31
$4.55M 0.87%
191,700
+9,148
32
$4.53M 0.87%
97,124
+1,629
33
$4.18M 0.8%
28,904
+401
34
$4.17M 0.8%
28,044
-452
35
$4.05M 0.78%
158,375
+284
36
$4.02M 0.77%
34,837
+969
37
$4M 0.77%
64,942
+64,542
38
$3.95M 0.76%
35,406
+2,667
39
$3.88M 0.74%
36,859
40
$3.88M 0.74%
70,322
+5,078
41
$3.73M 0.71%
48,455
-50
42
$3.7M 0.71%
66,948
-1,125
43
$3.62M 0.69%
93,343
-6,085
44
$3.48M 0.67%
11,793
-26
45
$3.25M 0.62%
18,549
+583
46
$2.84M 0.54%
9,354
+354
47
$2.81M 0.54%
9,104
-87
48
$2.73M 0.52%
96,975
-1,200
49
$2.62M 0.5%
65,715
+2,196
50
$2.54M 0.49%
14,103
+90
1
2
3 4 5