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
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$904K
3
+$776K
4
UNH icon
UnitedHealth
UNH
+$567K
5
WM icon
Waste Management
WM
+$385K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$983K
4
AVGO icon
Broadcom
AVGO
+$971K
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Sector Composition

1 Technology 29.92%
2 Financials 14.9%
3 Consumer Discretionary 11.81%
4 Healthcare 11.78%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.58M 0.49%
60,435
-1,169
52
$3.46M 0.47%
37,921
-54
53
$3.34M 0.46%
16,553
+1,909
54
$3.24M 0.44%
26,414
-530
55
$3.19M 0.44%
30,214
+614
56
$3.18M 0.43%
79,564
-220
57
$3.16M 0.43%
25,531
-240
58
$3.1M 0.42%
14,575
+533
59
$3.01M 0.41%
13,378
-153
60
$2.7M 0.37%
5,555
-50
61
$2.61M 0.36%
10,584
62
$2.6M 0.35%
3,365
+1,655
63
$2.5M 0.34%
6,527
-808
64
$2.47M 0.34%
22,944
-106
65
$2.46M 0.34%
4,174
-70
66
$2.4M 0.33%
7,579
-70
67
$2.38M 0.33%
14,631
+77
68
$2.38M 0.32%
13,076
-64
69
$2.35M 0.32%
88,575
-9,730
70
$2.35M 0.32%
6,917
-71
71
$2.31M 0.32%
43,285
+399
72
$2.29M 0.31%
6,325
-269
73
$2.23M 0.31%
38,920
74
$2.17M 0.3%
4,123
+15
75
$2.16M 0.3%
38,235
-15,472
1 2
3
4 5