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RMC

Resources Management Corp Portfolio holdings

AUM $753M
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$580M
AUM Growth
-$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1 +$6.17M
2 +$784K
3 +$696K
4
OMC icon
Omnicom Group
OMC
+$679K
5
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
+$642K

Top Sells

1 +$5.75M
2 +$1.12M
3 +$1.07M
4
WFC icon
Wells Fargo
WFC
+$909K
5
WMT icon
Walmart Inc
WMT
+$712K

Sector Composition

1 Technology 23.77%
2 Healthcare 16.05%
3 Financials 15.34%
4 Consumer Discretionary 11.13%
5 Consumer Staples 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$0 ﹤0.01%
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504
-1,575
505
-20
506
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507
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508
-200
509
-5
510
$0 ﹤0.01%
4
511
$0 ﹤0.01%
1
512
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513
$0 ﹤0.01%
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514
-150
515
$0 ﹤0.01%
1
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-750
517
$0 ﹤0.01%
2