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
26
$7.01M 0.98%
65,565
-2,230
27
$6.61M 0.93%
63,127
-1,552
28
$6.61M 0.93%
34,652
+290
29
$6.58M 0.92%
37,456
+1,651
30
$6.55M 0.92%
56,523
+6,112
31
$6.52M 0.92%
36,061
-2,103
32
$5.91M 0.83%
+43,991
33
$5.9M 0.83%
88,246
-4,611
34
$5.48M 0.77%
13,852
+319
35
$5.28M 0.74%
26,599
-500
36
$5.19M 0.73%
60,854
-910
37
$4.77M 0.67%
89,941
+806
38
$4.67M 0.66%
11,670
-19
39
$4.53M 0.64%
32,290
-1,414
40
$4.41M 0.62%
56,664
-1,110
41
$4.33M 0.61%
18,497
-36
42
$4.29M 0.6%
89,850
+4,350
43
$4.1M 0.58%
15,788
+26
44
$3.85M 0.54%
81,834
+2,421
45
$3.79M 0.53%
8,854
-77
46
$3.76M 0.53%
59,585
-5,039
47
$3.76M 0.53%
67,046
-627
48
$3.7M 0.52%
25,898
-1,852
49
$3.61M 0.51%
+71,216
50
$3.56M 0.5%
94,440
-285
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