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
$696M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$796K
3
+$591K
4
TMO icon
Thermo Fisher Scientific
TMO
+$561K
5
FHN icon
First Horizon
FHN
+$488K

Top Sells

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

Sector Composition

1 Technology 25.29%
2 Financials 15.26%
3 Healthcare 13.87%
4 Consumer Discretionary 11.45%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.05M 0.44%
24,331
+178
52
$2.93M 0.42%
72,300
+750
53
$2.88M 0.41%
14,221
-120
54
$2.83M 0.41%
10,734
-420
55
$2.82M 0.41%
19,542
-179
56
$2.76M 0.4%
69,756
+4,359
57
$2.74M 0.39%
4,490
+61
58
$2.7M 0.39%
16,460
+760
59
$2.7M 0.39%
27,654
-270
60
$2.62M 0.38%
56,385
-1,345
61
$2.61M 0.38%
37,360
-1,870
62
$2.52M 0.36%
26,770
+111
63
$2.5M 0.36%
25,120
-300
64
$2.47M 0.36%
4,321
+981
65
$2.42M 0.35%
21,960
+1,128
66
$2.42M 0.35%
8,903
+60
67
$2.37M 0.34%
20,361
-149
68
$2.35M 0.34%
5,459
-8
69
$2.35M 0.34%
6,809
-92
70
$2.35M 0.34%
13,588
-375
71
$2.31M 0.33%
16,799
-60
72
$2.27M 0.33%
9,240
+625
73
$2.26M 0.32%
40,360
+833
74
$2.22M 0.32%
107,200
+1,640
75
$2.17M 0.31%
14,954
+1,948
1 2
3
4 5