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
$687M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$720K
3
+$575K
4
SBUX icon
Starbucks
SBUX
+$437K
5
SNOW icon
Snowflake
SNOW
+$305K

Top Sells

1
+$784K
2
+$763K
3
+$678K
4
NVDA icon
NVIDIA
NVDA
+$576K
5
CSCO icon
Cisco
CSCO
+$500K

Sector Composition

1 Technology 29.54%
2 Financials 13.67%
3 Healthcare 12.62%
4 Consumer Discretionary 11.29%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.61M 0.96%
46,825
-717
27
$6.6M 0.96%
93,720
+3,135
28
$6.55M 0.95%
164,584
-8,415
29
$6.54M 0.95%
56,828
+368
30
$6.34M 0.92%
42,563
-1,059
31
$6.31M 0.92%
60,727
+522
32
$5.89M 0.86%
27,592
-3,575
33
$5.74M 0.84%
57,181
-508
34
$5.48M 0.8%
22,943
-45
35
$5.45M 0.79%
16,028
-22
36
$5.34M 0.78%
97,126
-7,265
37
$5.24M 0.76%
27,191
-705
38
$4.96M 0.72%
55,326
+860
39
$4.92M 0.72%
31,663
-534
40
$4.87M 0.71%
12,707
-64
41
$4.77M 0.69%
18,535
-140
42
$4.77M 0.69%
27,065
+1,702
43
$4.65M 0.68%
26,886
+692
44
$4.42M 0.64%
35,738
+123
45
$4.04M 0.59%
25,773
-232
46
$4.03M 0.59%
74,570
+660
47
$3.73M 0.54%
55,116
-603
48
$3.54M 0.51%
13,698
+455
49
$3.38M 0.49%
10,272
-130
50
$3.35M 0.49%
17,361
+798
1
2
3 4 5