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
$687M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$720K
3
+$575K
4
SBUX icon
Starbucks
SBUX
+$437K
5
SNOW icon
Snowflake
SNOW
+$305K

Top Sells

1
+$784K
2
+$763K
3
+$678K
4
NVDA icon
NVIDIA
NVDA
+$576K
5
CSCO icon
Cisco
CSCO
+$500K

Sector Composition

1 Technology 29.54%
2 Financials 13.67%
3 Healthcare 12.62%
4 Consumer Discretionary 11.29%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.21M 0.18%
23,034
+1,104
102
$1.16M 0.17%
18,230
103
$1.14M 0.17%
22,534
+2,385
104
$1.11M 0.16%
11,458
105
$1.06M 0.15%
29,475
+370
106
$1.06M 0.15%
29,000
107
$1.04M 0.15%
7,673
+2,259
108
$1.02M 0.15%
4,405
-25
109
$1.02M 0.15%
4,736
-359
110
$1.01M 0.15%
25,135
-3,171
111
$999K 0.15%
13,261
-554
112
$996K 0.15%
1,266
+731
113
$948K 0.14%
13,557
+350
114
$936K 0.14%
12,148
-70
115
$933K 0.14%
6,164
-75
116
$924K 0.13%
23,275
117
$911K 0.13%
3,288
-183
118
$911K 0.13%
11,745
-115
119
$889K 0.13%
5,845
-1,676
120
$868K 0.13%
17,558
-615
121
$850K 0.12%
11,490
122
$814K 0.12%
4,440
-445
123
$805K 0.12%
7,584
+145
124
$797K 0.12%
6,971
-10
125
$766K 0.11%
4,001
-87
3 4
5
6 7