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
$523M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$748K
3
+$596K
4
SBUX icon
Starbucks
SBUX
+$530K
5
LULU icon
lululemon athletica
LULU
+$412K

Top Sells

1
+$5.86M
2
+$643K
3
+$417K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$236K
5
AAPL icon
Apple
AAPL
+$235K

Sector Composition

1 Technology 24.69%
2 Healthcare 15.01%
3 Financials 13.03%
4 Consumer Discretionary 11%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.27%
23,195
+1,076
77
$1.38M 0.26%
9,229
+105
78
$1.36M 0.26%
9,880
+440
79
$1.35M 0.26%
25,545
-625
80
$1.35M 0.26%
10,529
-315
81
$1.23M 0.24%
6,901
-40
82
$1.22M 0.23%
46,200
+2,595
83
$1.22M 0.23%
6,336
+946
84
$1.22M 0.23%
31,178
+1,026
85
$1.2M 0.23%
8,927
+390
86
$1.13M 0.22%
4,698
87
$1.12M 0.22%
12,633
+778
88
$1.11M 0.21%
27,645
-897
89
$1.06M 0.2%
14,456
90
$1.05M 0.2%
23,496
-118
91
$1.02M 0.19%
9,065
+3,320
92
$1.01M 0.19%
13,735
+7,205
93
$928K 0.18%
18,155
+5,092
94
$917K 0.18%
10,260
95
$909K 0.17%
28,090
+350
96
$902K 0.17%
3,863
+196
97
$838K 0.16%
9,556
98
$833K 0.16%
7,308
-274
99
$816K 0.16%
11,355
+1,050
100
$794K 0.15%
21,570
-440
2 3
4
5 6