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
$622M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$24.1M
3
+$19.1M
4
BR icon
Broadridge
BR
+$17.9M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$16.3M

Top Sells

1
+$111M
2
+$41.2M
3
+$35.4M
4
PFE icon
Pfizer
PFE
+$29.8M
5
ORCL icon
Oracle
ORCL
+$25.3M

Sector Composition

1 Technology 16.88%
2 Financials 15.59%
3 Healthcare 13.59%
4 Industrials 9.21%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.76M 0.93%
6,788
+6,458
27
$5.74M 0.92%
12,144
+12,141
28
$5.66M 0.91%
31,847
+30,782
29
$5.4M 0.87%
28,999
+26,465
30
$5.4M 0.87%
95,480
+79,278
31
$5.12M 0.82%
179,014
+133,882
32
$5.06M 0.81%
39,692
+39,362
33
$4.65M 0.75%
50,029
+49,529
34
$4.61M 0.74%
66,491
+64,894
35
$4.55M 0.73%
15,927
+14,827
36
$4.47M 0.72%
85,574
+68,375
37
$4.29M 0.69%
33,787
+16,154
38
$4.19M 0.67%
44,426
+27,124
39
$4.18M 0.67%
18,502
+15,377
40
$4.07M 0.66%
17,335
+17,083
41
$3.91M 0.63%
39,087
+38,987
42
$3.9M 0.63%
27,905
+27,455
43
$3.85M 0.62%
9,784
-29,229
44
$3.32M 0.53%
37,782
-104,000
45
$3.29M 0.53%
52,696
+51,496
46
$3.24M 0.52%
41,426
-8,889
47
$3.21M 0.52%
6,789
-4,833
48
$3.13M 0.5%
80,457
+80,157
49
$2.9M 0.47%
19,658
+19,258
50
$2.8M 0.45%
19,348
+19,188
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