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
$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
51
$2.67M 0.48%
77,850
-34,815
52
$2.52M 0.45%
15,176
-50
53
$2.51M 0.45%
17,096
+1,359
54
$2.42M 0.44%
24,035
-920
55
$2.39M 0.43%
65,610
+6,590
56
$2.38M 0.43%
6,221
+300
57
$2.36M 0.43%
9,013
+282
58
$2.32M 0.42%
15,718
-425
59
$2.31M 0.42%
53,544
-9,624
60
$2.28M 0.41%
11,574
-50
61
$2.27M 0.41%
35,659
-681
62
$2.15M 0.39%
91,629
-66,746
63
$1.92M 0.35%
12,200
+2,320
64
$1.9M 0.34%
5,642
-42
65
$1.89M 0.34%
7,423
-15
66
$1.87M 0.34%
17,114
+878
67
$1.84M 0.33%
9,202
+185
68
$1.78M 0.32%
3,569
+81
69
$1.74M 0.31%
22,067
-736
70
$1.71M 0.31%
11,495
-50
71
$1.64M 0.3%
35,521
+4,343
72
$1.64M 0.3%
25,060
-75
73
$1.61M 0.29%
13,258
+625
74
$1.58M 0.29%
24,884
-4,025
75
$1.58M 0.28%
18,355
+4,620
1 2
3
4 5