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
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$904K
3
+$776K
4
UNH icon
UnitedHealth
UNH
+$567K
5
WM icon
Waste Management
WM
+$385K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$983K
4
AVGO icon
Broadcom
AVGO
+$971K
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Sector Composition

1 Technology 29.92%
2 Financials 14.9%
3 Consumer Discretionary 11.81%
4 Healthcare 11.78%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.16M 0.3%
17,647
+290
77
$2.15M 0.29%
18,516
+3,251
78
$2.11M 0.29%
18,929
-6,087
79
$2.06M 0.28%
22,296
-660
80
$1.99M 0.27%
27,541
+631
81
$1.96M 0.27%
20,140
-284
82
$1.88M 0.26%
23,534
+38
83
$1.88M 0.26%
5,607
-400
84
$1.84M 0.25%
26,240
-240
85
$1.83M 0.25%
10,157
86
$1.82M 0.25%
3,499
+120
87
$1.76M 0.24%
3,887
-100
88
$1.71M 0.23%
29,157
+890
89
$1.69M 0.23%
6,116
+50
90
$1.64M 0.22%
27,165
-640
91
$1.58M 0.22%
6,546
92
$1.57M 0.22%
11,648
-233
93
$1.56M 0.21%
14,132
-70
94
$1.52M 0.21%
2,587
-55
95
$1.47M 0.2%
9,544
+565
96
$1.46M 0.2%
5,606
+541
97
$1.46M 0.2%
7,804
+439
98
$1.41M 0.19%
4,161
-45
99
$1.39M 0.19%
6,110
100
$1.36M 0.19%
1,286
2 3
4
5 6