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
$712M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.61M
3
+$2.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.22M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.59M

Top Sells

1
+$1.06M
2
+$1.01M
3
+$877K
4
PFE icon
Pfizer
PFE
+$793K
5
T icon
AT&T
T
+$579K

Sector Composition

1 Technology 24.19%
2 Financials 14.61%
3 Healthcare 13.54%
4 Consumer Discretionary 11.17%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.39M 0.48%
9,757
+166
52
$3.32M 0.47%
64,388
-7,607
53
$2.97M 0.42%
19,721
-469
54
$2.96M 0.42%
65,397
+12,185
55
$2.95M 0.41%
+53,853
56
$2.89M 0.41%
24,153
+42
57
$2.78M 0.39%
14,341
-90
58
$2.76M 0.39%
27,924
-1,522
59
$2.75M 0.39%
11,154
+530
60
$2.7M 0.38%
15,700
+380
61
$2.7M 0.38%
39,230
-966
62
$2.66M 0.37%
71,550
+1,600
63
$2.62M 0.37%
57,730
-6,219
64
$2.61M 0.37%
6,901
-116
65
$2.61M 0.37%
25,420
+550
66
$2.57M 0.36%
13,963
-100
67
$2.57M 0.36%
26,659
+1,599
68
$2.37M 0.33%
10,865
-30
69
$2.35M 0.33%
5,467
-36
70
$2.35M 0.33%
10,678
71
$2.34M 0.33%
4,429
-1
72
$2.33M 0.33%
20,832
+682
73
$2.3M 0.32%
105,708
-26,648
74
$2.28M 0.32%
16,859
-150
75
$2.25M 0.32%
39,527
+2,120
1 2
3
4 5