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
$619M
AUM Growth
-$96.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$828K
2
+$680K
3
+$561K
4
COST icon
Costco
COST
+$546K
5
TSCO icon
Tractor Supply
TSCO
+$441K

Top Sells

1
+$955K
2
+$792K
3
+$641K
4
SBUX icon
Starbucks
SBUX
+$429K
5
QRVO icon
Qorvo
QRVO
+$409K

Sector Composition

1 Technology 23.57%
2 Healthcare 15.93%
3 Financials 13.96%
4 Consumer Discretionary 10.75%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
20
477
$2K ﹤0.01%
150
478
$1K ﹤0.01%
96
+20
479
$1K ﹤0.01%
75
480
$1K ﹤0.01%
+13
481
$1K ﹤0.01%
5
482
$1K ﹤0.01%
+40
483
$1K ﹤0.01%
30
484
$1K ﹤0.01%
+280
485
$1K ﹤0.01%
10
486
$1K ﹤0.01%
30
487
$1K ﹤0.01%
5
488
$1K ﹤0.01%
+25
489
$1K ﹤0.01%
150
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490
$1K ﹤0.01%
100
491
$1K ﹤0.01%
5
+1
492
$1K ﹤0.01%
10
493
$1K ﹤0.01%
200
494
$1K ﹤0.01%
10
495
– –
-100
496
$0 ﹤0.01%
4
497
– –
-15
498
$0 ﹤0.01%
1
499
– –
-5
500
– –
-65
17 18 19
20
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