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
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$904K
3
+$776K
4
UNH icon
UnitedHealth
UNH
+$567K
5
WM icon
Waste Management
WM
+$385K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$983K
4
AVGO icon
Broadcom
AVGO
+$971K
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Sector Composition

1 Technology 29.92%
2 Financials 14.9%
3 Consumer Discretionary 11.81%
4 Healthcare 11.78%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.31M 0.18%
4,405
102
$1.3M 0.18%
15,100
103
$1.29M 0.18%
32,069
+8,544
104
$1.28M 0.18%
18,230
-9
105
$1.27M 0.17%
11,177
+19
106
$1.24M 0.17%
9,414
-275
107
$1.23M 0.17%
5,514
+586
108
$1.23M 0.17%
4,681
-752
109
$1.23M 0.17%
29,000
110
$1.2M 0.16%
13,423
+775
111
$1.15M 0.16%
22,430
-1,355
112
$1.14M 0.16%
11,615
+125
113
$1.11M 0.15%
23,275
114
$1.11M 0.15%
1,945
+171
115
$1.06M 0.15%
24,479
-2,065
116
$1.06M 0.14%
3,030
-27
117
$1.04M 0.14%
11,421
-25
118
$1.03M 0.14%
5,487
-677
119
$1.02M 0.14%
4,361
-345
120
$1M 0.14%
29,630
+175
121
$934K 0.13%
1,733
+19
122
$929K 0.13%
16,820
-250
123
$924K 0.13%
11,220
-350
124
$885K 0.12%
3,871
-25
125
$863K 0.12%
1,779
+347
3 4
5
6 7