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
$684M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.24M
3
+$801K
4
SBUX icon
Starbucks
SBUX
+$710K
5
UNH icon
UnitedHealth
UNH
+$619K

Top Sells

1
+$2.58M
2
+$2.52M
3
+$2.46M
4
AVGO icon
Broadcom
AVGO
+$2.23M
5
JPM icon
JPMorgan Chase
JPM
+$1.8M

Sector Composition

1 Technology 27.32%
2 Financials 14.37%
3 Healthcare 13.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.82M 1%
90,585
-12,300
27
$6.57M 0.96%
13,276
+1,251
28
$6.56M 0.96%
56,460
+2,385
29
$6.56M 0.96%
172,999
-5,420
30
$6.4M 0.93%
31,167
-2,616
31
$6.3M 0.92%
104,391
-1,252
32
$5.97M 0.87%
47,542
-170
33
$5.94M 0.87%
35,079
-6,025
34
$5.74M 0.84%
16,050
-188
35
$5.74M 0.84%
22,988
-105
36
$5.7M 0.83%
27,896
-663
37
$5.63M 0.82%
57,689
-1,537
38
$5.27M 0.77%
54,466
+202
39
$5.2M 0.76%
32,197
-16
40
$5.08M 0.74%
18,675
+873
41
$5M 0.73%
26,194
-3,884
42
$4.68M 0.68%
35,615
-3,663
43
$4.44M 0.65%
26,005
-2,926
44
$4.14M 0.61%
25,363
+1,032
45
$4.09M 0.6%
12,771
-3,109
46
$3.98M 0.58%
32,561
-4,187
47
$3.92M 0.57%
78,621
-9,978
48
$3.87M 0.57%
73,910
-12,840
49
$3.59M 0.52%
27,554
+645
50
$3.45M 0.5%
124,246
-15,905
1
2
3 4 5