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
$684M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.24M
3
+$801K
4
SBUX icon
Starbucks
SBUX
+$710K
5
UNH icon
UnitedHealth
UNH
+$619K

Top Sells

1
+$2.58M
2
+$2.52M
3
+$2.46M
4
AVGO icon
Broadcom
AVGO
+$2.23M
5
JPM icon
JPMorgan Chase
JPM
+$1.8M

Sector Composition

1 Technology 27.32%
2 Financials 14.37%
3 Healthcare 13.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.25M 0.18%
4,380
+850
102
$1.18M 0.17%
26,614
-5,671
103
$1.15M 0.17%
18,230
-200
104
$1.15M 0.17%
1,475
+84
105
$1.13M 0.17%
28,306
-795
106
$1.12M 0.16%
29,105
-11,300
107
$1.08M 0.16%
7,521
-530
108
$1.08M 0.16%
20,149
-4,190
109
$1.08M 0.16%
29,000
110
$1.04M 0.15%
23,275
-375
111
$1.03M 0.15%
11,458
-48
112
$1.02M 0.15%
3,471
-600
113
$1.01M 0.15%
4,430
-5
114
$979K 0.14%
18,899
-650
115
$936K 0.14%
13,207
-5,985
116
$912K 0.13%
18,173
-375
117
$908K 0.13%
7,439
-605
118
$907K 0.13%
6,239
119
$889K 0.13%
6,981
-300
120
$888K 0.13%
11,490
-200
121
$875K 0.13%
5,414
+4,954
122
$872K 0.13%
17,170
-334
123
$854K 0.12%
23,046
-530
124
$851K 0.12%
11,860
125
$837K 0.12%
12,218
-12,760
3 4
5
6 7