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
$684M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.24M
3
+$801K
4
SBUX icon
Starbucks
SBUX
+$710K
5
UNH icon
UnitedHealth
UNH
+$619K

Top Sells

1
+$2.58M
2
+$2.52M
3
+$2.46M
4
AVGO icon
Broadcom
AVGO
+$2.23M
5
JPM icon
JPMorgan Chase
JPM
+$1.8M

Sector Composition

1 Technology 27.32%
2 Financials 14.37%
3 Healthcare 13.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.99M 0.29%
15,500
-108
77
$1.92M 0.28%
3,298
-1,225
78
$1.87M 0.27%
13,180
-54
79
$1.86M 0.27%
25,387
-379
80
$1.86M 0.27%
10,157
81
$1.72M 0.25%
23,234
+1,445
82
$1.71M 0.25%
10,437
-50
83
$1.69M 0.25%
5,619
-2,500
84
$1.68M 0.25%
7,512
-353
85
$1.67M 0.24%
9,415
+436
86
$1.66M 0.24%
3,950
+110
87
$1.63M 0.24%
6,285
-370
88
$1.56M 0.23%
12,101
-88
89
$1.56M 0.23%
26,975
-2,200
90
$1.56M 0.23%
5,528
91
$1.53M 0.22%
6,240
-1,345
92
$1.53M 0.22%
26,250
+2,300
93
$1.51M 0.22%
6,546
-5
94
$1.48M 0.22%
3,077
-735
95
$1.46M 0.21%
4,214
-341
96
$1.36M 0.2%
2,602
-3
97
$1.3M 0.19%
13,815
-2,156
98
$1.3M 0.19%
5,095
99
$1.29M 0.19%
21,930
+244
100
$1.28M 0.19%
22,133
-125
2 3
4
5 6