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
$684M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.24M
3
+$801K
4
SBUX icon
Starbucks
SBUX
+$710K
5
UNH icon
UnitedHealth
UNH
+$619K

Top Sells

1
+$2.58M
2
+$2.52M
3
+$2.46M
4
AVGO icon
Broadcom
AVGO
+$2.23M
5
JPM icon
JPMorgan Chase
JPM
+$1.8M

Sector Composition

1 Technology 27.32%
2 Financials 14.37%
3 Healthcare 13.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.43M 0.5%
25,977
+1,792
52
$3.35M 0.49%
55,719
-210
53
$3.28M 0.48%
78,138
-6,195
54
$3.25M 0.48%
35,581
+7,766
55
$3.21M 0.47%
13,243
+5,131
56
$3.2M 0.47%
59,082
-4,389
57
$3.12M 0.46%
10,402
-1,305
58
$2.99M 0.44%
16,563
-2,432
59
$2.94M 0.43%
25,895
-463
60
$2.88M 0.42%
11,287
-605
61
$2.85M 0.42%
14,405
+7
62
$2.64M 0.39%
27,210
-2,450
63
$2.58M 0.38%
13,619
-2,940
64
$2.56M 0.37%
5,621
-1,285
65
$2.42M 0.35%
6,594
-300
66
$2.37M 0.35%
24,473
-4,293
67
$2.34M 0.34%
4,455
-269
68
$2.29M 0.33%
38,234
-1,495
69
$2.27M 0.33%
5,815
+1,292
70
$2.24M 0.33%
13,264
+540
71
$2.23M 0.33%
7,986
+39
72
$2.22M 0.32%
17,334
+2,314
73
$2.19M 0.32%
22,439
-425
74
$2.12M 0.31%
9,967
-2,000
75
$2.02M 0.3%
37,434
+33,097
1 2
3
4 5