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
$696M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$796K
3
+$591K
4
TMO icon
Thermo Fisher Scientific
TMO
+$561K
5
FHN icon
First Horizon
FHN
+$488K

Top Sells

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

Sector Composition

1 Technology 25.29%
2 Financials 15.26%
3 Healthcare 13.87%
4 Consumer Discretionary 11.45%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.08M 0.3%
10,815
-50
77
$2.05M 0.29%
10,458
-220
78
$2.03M 0.29%
15,920
+2,907
79
$2M 0.29%
8,999
-5
80
$2M 0.29%
28,348
-102
81
$1.83M 0.26%
36,551
-4,254
82
$1.75M 0.25%
13,218
-712
83
$1.75M 0.25%
4,314
+29
84
$1.7M 0.24%
10,334
+104
85
$1.62M 0.23%
28,520
+340
86
$1.61M 0.23%
20,148
+198
87
$1.53M 0.22%
7,376
+10
88
$1.46M 0.21%
2,256
+175
89
$1.44M 0.21%
8,633
+681
90
$1.44M 0.21%
7,350
-45
91
$1.41M 0.2%
69,186
-36,522
92
$1.38M 0.2%
19,597
-1,757
93
$1.38M 0.2%
+17,592
94
$1.37M 0.2%
17,615
-2,245
95
$1.37M 0.2%
18,928
+1,302
96
$1.35M 0.19%
28,658
-11,055
97
$1.35M 0.19%
6,896
+1,339
98
$1.32M 0.19%
21,485
-7,225
99
$1.32M 0.19%
22,195
100
$1.32M 0.19%
34,143
-197
2 3
4
5 6