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
$577M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$693K
3
+$494K
4
NKE icon
Nike
NKE
+$487K
5
PANW icon
Palo Alto Networks
PANW
+$391K

Top Sells

1
+$3.6M
2
+$1.76M
3
+$307K
4
KHC icon
Kraft Heinz
KHC
+$304K
5
XOM icon
Exxon Mobil
XOM
+$253K

Sector Composition

1 Technology 21.27%
2 Financials 16.58%
3 Healthcare 13.95%
4 Consumer Discretionary 11.13%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$969K 0.17%
2,996
+930
102
$952K 0.16%
10,000
103
$909K 0.16%
9,856
104
$899K 0.16%
18,275
+25
105
$891K 0.15%
29,000
106
$890K 0.15%
19,193
-25
107
$889K 0.15%
17,803
-2,422
108
$880K 0.15%
11,125
109
$868K 0.15%
13,353
-594
110
$861K 0.15%
16,000
111
$860K 0.15%
22,795
-200
112
$839K 0.15%
5,415
113
$834K 0.14%
7,166
-290
114
$814K 0.14%
43,555
+475
115
$807K 0.14%
5,335
-90
116
$797K 0.14%
6,096
+25
117
$796K 0.14%
14,139
118
$792K 0.14%
4,077
+10
119
$782K 0.14%
26,740
-750
120
$779K 0.13%
9,500
121
$775K 0.13%
32,121
-1,200
122
$757K 0.13%
11,878
+260
123
$755K 0.13%
3,547
-245
124
$747K 0.13%
9,347
+70
125
$739K 0.13%
20,590
+1,750
3 4
5
6 7