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
$554M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$493K
3
+$477K
4
PARA
Paramount Global Class B
PARA
+$467K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$432K

Top Sells

1
+$1.64M
2
+$1.57M
3
+$1.2M
4
CVX icon
Chevron
CVX
+$706K
5
ORCL icon
Oracle
ORCL
+$516K

Sector Composition

1 Technology 25.01%
2 Healthcare 14.94%
3 Consumer Discretionary 12.01%
4 Financials 11.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$925K 0.17%
22,470
+975
102
$923K 0.17%
2,801
+641
103
$917K 0.17%
4,285
+2
104
$864K 0.16%
16,650
-2,500
105
$803K 0.15%
31,026
+1,605
106
$799K 0.14%
16,979
+947
107
$778K 0.14%
18,037
-118
108
$761K 0.14%
7,037
-271
109
$751K 0.14%
20,945
-625
110
$747K 0.13%
12,300
+2,947
111
$741K 0.13%
27,230
+1,550
112
$732K 0.13%
17,940
+2,970
113
$712K 0.13%
11,400
-1,753
114
$701K 0.13%
6,197
+1,141
115
$697K 0.13%
22,823
-4,016
116
$681K 0.12%
17,833
+3,069
117
$676K 0.12%
12,475
+461
118
$668K 0.12%
5,752
+250
119
$658K 0.12%
18,400
-1,300
120
$655K 0.12%
11,035
121
$653K 0.12%
2,760
122
$640K 0.12%
5,240
-70
123
$633K 0.11%
2,657
-75
124
$632K 0.11%
20,360
-2,060
125
$625K 0.11%
10,125
-560
3 4
5
6 7