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
$523M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$748K
3
+$596K
4
SBUX icon
Starbucks
SBUX
+$530K
5
LULU icon
lululemon athletica
LULU
+$412K

Top Sells

1
+$5.86M
2
+$643K
3
+$417K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$236K
5
AAPL icon
Apple
AAPL
+$235K

Sector Composition

1 Technology 24.69%
2 Healthcare 15.01%
3 Financials 13.03%
4 Consumer Discretionary 11%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.53M 0.48%
27,766
+773
52
$2.52M 0.48%
31,608
+675
53
$2.5M 0.48%
63,168
-10,518
54
$2.33M 0.45%
24,955
+3
55
$2.28M 0.44%
16,143
-10
56
$2.24M 0.43%
15,737
+1,330
57
$2.16M 0.41%
5,921
58
$2.06M 0.39%
36,340
+253
59
$2.06M 0.39%
15,226
-135
60
$1.98M 0.38%
8,731
+356
61
$1.97M 0.38%
11,624
-120
62
$1.86M 0.36%
59,020
+3,680
63
$1.85M 0.35%
22,803
-325
64
$1.76M 0.34%
28,909
-3,315
65
$1.76M 0.34%
5,684
-43
66
$1.75M 0.34%
7,438
+50
67
$1.74M 0.33%
9,017
-33
68
$1.69M 0.32%
28,720
+452
69
$1.67M 0.32%
40,369
-996
70
$1.62M 0.31%
16,236
+275
71
$1.59M 0.3%
3,488
+27
72
$1.58M 0.3%
51,697
+300
73
$1.56M 0.3%
25,135
74
$1.46M 0.28%
11,545
-678
75
$1.44M 0.27%
19,459
+1,216
1 2
3
4 5