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
$712M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

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

Top Sells

1
+$1.06M
2
+$1.01M
3
+$877K
4
PFE icon
Pfizer
PFE
+$793K
5
T icon
AT&T
T
+$579K

Sector Composition

1 Technology 24.19%
2 Financials 14.61%
3 Healthcare 13.54%
4 Consumer Discretionary 11.17%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.22M 0.31%
+25,777
77
$2.22M 0.31%
28,450
-53
78
$2.22M 0.31%
40,805
-4,555
79
$2.17M 0.3%
8,615
+438
80
$2.16M 0.3%
8,843
+848
81
$2.11M 0.3%
105,560
+4,160
82
$2.1M 0.3%
9,004
+2
83
$2.01M 0.28%
13,006
+4,874
84
$1.99M 0.28%
20,510
+373
85
$1.96M 0.28%
10,230
-27
86
$1.92M 0.27%
39,713
+10,582
87
$1.89M 0.26%
13,013
+1,624
88
$1.87M 0.26%
28,710
+610
89
$1.86M 0.26%
13,930
-298
90
$1.83M 0.26%
28,180
+170
91
$1.69M 0.24%
3,340
+1,479
92
$1.63M 0.23%
6,675
-1,382
93
$1.59M 0.22%
+18,094
94
$1.57M 0.22%
19,860
-1,570
95
$1.56M 0.22%
4,285
+78
96
$1.56M 0.22%
7,952
+1,411
97
$1.55M 0.22%
15,555
+1,180
98
$1.55M 0.22%
7,366
-10
99
$1.49M 0.21%
4,991
-212
100
$1.49M 0.21%
21,354
-7,378
2 3
4
5 6