RMC

Resources Management Corp Portfolio holdings

AUM $774M
1-Year Est. Return 19.73%
This Quarter Est. Return
1 Year Est. Return
+19.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$493K
3
+$477K
4
PARA
Paramount Global Class B
PARA
+$467K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$432K

Top Sells

1
+$1.64M
2
+$1.57M
3
+$1.2M
4
CVX icon
Chevron
CVX
+$706K
5
ORCL icon
Oracle
ORCL
+$516K

Sector Composition

1 Technology 25.01%
2 Healthcare 14.94%
3 Consumer Discretionary 12.01%
4 Financials 11.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$0 ﹤0.01%
17
-323
477
– –
-1,800
478
– –
-87
479
– –
-117
480
– –
-265
481
$0 ﹤0.01%
1
482
– –
-200
483
– –
-200
484
– –
-107
485
– –
-194
16 17 18 19
20