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
$696M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$796K
3
+$591K
4
TMO icon
Thermo Fisher Scientific
TMO
+$561K
5
FHN icon
First Horizon
FHN
+$488K

Top Sells

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

Sector Composition

1 Technology 25.29%
2 Financials 15.26%
3 Healthcare 13.87%
4 Consumer Discretionary 11.45%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.29M 0.19%
32,956
102
$1.28M 0.18%
17,014
-30
103
$1.27M 0.18%
10,260
104
$1.26M 0.18%
18,007
105
$1.26M 0.18%
4,628
-105
106
$1.26M 0.18%
16,613
+1,058
107
$1.23M 0.18%
29,000
108
$1.23M 0.18%
4,799
-35
109
$1.2M 0.17%
18,645
-147
110
$1.17M 0.17%
4,892
+344
111
$1.15M 0.17%
26,475
+395
112
$1.14M 0.16%
5,199
+208
113
$1.14M 0.16%
21,631
114
$1.1M 0.16%
21,867
-2,751
115
$1.1M 0.16%
5,168
-1,507
116
$1.08M 0.16%
3,974
+1,106
117
$1.06M 0.15%
13,998
-333
118
$1.05M 0.15%
6,081
-515
119
$1.04M 0.15%
19,090
-150
120
$1.03M 0.15%
6,926
+51
121
$1.02M 0.15%
8,419
-1,218
122
$1.02M 0.15%
6,699
-50
123
$1.01M 0.15%
13,897
-5,200
124
$1.01M 0.15%
7,600
125
$1M 0.14%
61,700
+29,975
3 4
5
6 7