RMC

Resources Management Corp Portfolio holdings

AUM $772M
1-Year Est. Return 21.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$736M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.62M
3
+$1.58M
4
LLY icon
Eli Lilly
LLY
+$1.13M
5
CRM icon
Salesforce
CRM
+$585K

Top Sells

1
+$1.36M
2
+$1.3M
3
+$1.17M
4
BMO icon
Bank of Montreal
BMO
+$1.06M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 32.14%
2 Financials 14.12%
3 Consumer Discretionary 11.66%
4 Healthcare 11.01%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.73M 0.51%
15,677
+211
52
$3.62M 0.49%
52,185
-7,847
53
$3.45M 0.47%
25,637
-434
54
$3.38M 0.46%
25,353
-40
55
$3.38M 0.46%
36,853
-169
56
$3.06M 0.42%
44,331
-15,444
57
$3.05M 0.41%
29,052
-263
58
$2.81M 0.38%
28,922
-54
59
$2.8M 0.38%
64,689
-10,470
60
$2.8M 0.38%
57,997
+57,207
61
$2.78M 0.38%
13,574
+99
62
$2.73M 0.37%
14,466
-71
63
$2.67M 0.36%
22,623
-305
64
$2.65M 0.36%
7,478
+16
65
$2.63M 0.36%
32,308
+1,908
66
$2.59M 0.35%
21,643
+943
67
$2.59M 0.35%
9,484
+2,188
68
$2.47M 0.34%
42,818
+384
69
$2.44M 0.33%
18,844
-40
70
$2.42M 0.33%
6,230
71
$2.4M 0.33%
3,873
-234
72
$2.37M 0.32%
21,396
-300
73
$2.36M 0.32%
7,588
+307
74
$2.31M 0.31%
10,318
+162
75
$2.28M 0.31%
10,257
-2
1 2
3
4 5