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RMC

Resources Management Corp Portfolio holdings

AUM $753M
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$753M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.43M
3
+$1.39M
4
PANW icon
Palo Alto Networks
PANW
+$1.18M
5
BSX icon
Boston Scientific
BSX
+$1.02M

Top Sells

1
+$1.3M
2
+$677K
3
+$614K
4
CMG icon
Chipotle Mexican Grill
CMG
+$514K
5
LRCX icon
Lam Research
LRCX
+$451K

Sector Composition

1 Technology 29.59%
2 Financials 12.24%
3 Healthcare 11.93%
4 Consumer Discretionary 11.68%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APD icon
101
Air Products & Chemicals
APD
$63B
$1.38M 0.18%
4,746
-672
NTRA icon
102
Natera
NTRA
$31.6B
$1.33M 0.18%
6,671
-87
LIN icon
103
Linde
LIN
$240B
$1.32M 0.18%
2,663
-165
PSX icon
104
Phillips 66
PSX
$73.3B
$1.32M 0.17%
7,228
-45
AMGN icon
105
Amgen
AMGN
$187B
$1.25M 0.17%
3,557
-80
VEA icon
106
Vanguard FTSE Developed Markets ETF
VEA
$224B
$1.19M 0.16%
18,635
+534
BMO icon
107
Bank of Montreal
BMO
$116B
$1.19M 0.16%
8,770
-625
PFE icon
108
Pfizer
PFE
$146B
$1.15M 0.15%
41,110
-10,946
LYV icon
109
Live Nation Entertainment
LYV
$39.1B
$1.15M 0.15%
7,560
+119
AXP icon
110
American Express
AXP
$216B
$1.15M 0.15%
3,810
-290
GOOG icon
111
Alphabet (Google) Class C
GOOG
$4.41T
$1.1M 0.15%
3,846
-129
GD icon
112
General Dynamics
GD
$93.3B
$1.08M 0.14%
3,159
-9
SO icon
113
Southern Company
SO
$106B
$1.06M 0.14%
10,948
-315
SNPS icon
114
Synopsys
SNPS
$88.5B
$1.02M 0.14%
2,567
-48
HLI icon
115
Houlihan Lokey
HLI
$9.7B
$1.01M 0.13%
7,045
+1,112
HASI icon
116
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.72B
$965K 0.13%
26,255
-120
GXO icon
117
GXO Logistics
GXO
$5.6B
$933K 0.12%
17,999
-1,750
STAG icon
118
STAG Industrial
STAG
$7.34B
$879K 0.12%
24,375
-675
ETY icon
119
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.31B
$789K 0.1%
57,204
NFLX icon
120
Netflix
NFLX
$345B
$762K 0.1%
7,920
GE icon
121
GE Aerospace
GE
$338B
$755K 0.1%
2,659
-165
XLE icon
122
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$740K 0.1%
12,076
-250
CL icon
123
Colgate-Palmolive
CL
$71.1B
$733K 0.1%
8,606
COP icon
124
ConocoPhillips
COP
$147B
$724K 0.1%
5,486
-627
RMD icon
125
ResMed
RMD
$28.4B
$719K 0.1%
3,201
-120
3 4
5
6 7