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
$712M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.61M
3
+$2.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.22M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.59M

Top Sells

1
+$1.06M
2
+$1.01M
3
+$877K
4
PFE icon
Pfizer
PFE
+$793K
5
T icon
AT&T
T
+$579K

Sector Composition

1 Technology 24.19%
2 Financials 14.61%
3 Healthcare 13.54%
4 Consumer Discretionary 11.17%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.46M 0.21%
+24,134
102
$1.41M 0.2%
17,626
+1,542
103
$1.41M 0.2%
19,097
-110
104
$1.39M 0.2%
7,395
-360
105
$1.39M 0.2%
4,834
+10
106
$1.37M 0.19%
10,260
107
$1.36M 0.19%
9,637
-245
108
$1.36M 0.19%
24,618
-151
109
$1.33M 0.19%
17,044
-1,584
110
$1.31M 0.18%
4,733
+160
111
$1.27M 0.18%
18,007
112
$1.26M 0.18%
22,195
+1,250
113
$1.26M 0.18%
18,792
-1,140
114
$1.23M 0.17%
19,950
+288
115
$1.23M 0.17%
32,956
+1,055
116
$1.21M 0.17%
4,548
+181
117
$1.17M 0.16%
21,631
118
$1.17M 0.16%
14,331
119
$1.16M 0.16%
2,081
+435
120
$1.14M 0.16%
5,557
+1,448
121
$1.14M 0.16%
34,340
-4,017
122
$1.11M 0.16%
26,080
+546
123
$1.11M 0.16%
29,000
124
$1.05M 0.15%
6,596
+899
125
$1.04M 0.15%
16,428
+226
3 4
5
6 7