RMC

Resources Management Corp Portfolio holdings

AUM $772M
1-Year Est. Return 21.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$736M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.62M
3
+$1.58M
4
LLY icon
Eli Lilly
LLY
+$1.13M
5
CRM icon
Salesforce
CRM
+$585K

Top Sells

1
+$1.36M
2
+$1.3M
3
+$1.17M
4
BMO icon
Bank of Montreal
BMO
+$1.06M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Sector Composition

1 Technology 32.14%
2 Financials 14.12%
3 Consumer Discretionary 11.66%
4 Healthcare 11.01%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.25M 0.31%
30,634
+132
77
$2.23M 0.3%
3,975
+2
78
$2.21M 0.3%
6,850
+301
79
$2.15M 0.29%
27,736
+6,851
80
$2.03M 0.28%
25,303
-687
81
$1.91M 0.26%
34,005
+975
82
$1.88M 0.26%
3,875
+10
83
$1.88M 0.26%
4,639
+416
84
$1.83M 0.25%
75,616
-2,922
85
$1.81M 0.25%
3,908
-1,080
86
$1.75M 0.24%
6,048
87
$1.75M 0.24%
6,546
88
$1.75M 0.24%
16,278
+880
89
$1.74M 0.24%
9,629
90
$1.69M 0.23%
26,482
-11,438
91
$1.63M 0.22%
7,935
+110
92
$1.56M 0.21%
2,532
-15
93
$1.53M 0.21%
5,480
-195
94
$1.48M 0.2%
31,910
-2,763
95
$1.47M 0.2%
6,375
-10
96
$1.46M 0.2%
2
97
$1.46M 0.2%
4,241
+40
98
$1.44M 0.2%
1,968
+13
99
$1.4M 0.19%
4,400
-5
100
$1.37M 0.19%
7,800
+62
2 3
4
5 6