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
$577M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$693K
3
+$494K
4
NKE icon
Nike
NKE
+$487K
5
PANW icon
Palo Alto Networks
PANW
+$391K

Top Sells

1
+$3.6M
2
+$1.76M
3
+$307K
4
KHC icon
Kraft Heinz
KHC
+$304K
5
XOM icon
Exxon Mobil
XOM
+$253K

Sector Composition

1 Technology 21.27%
2 Financials 16.58%
3 Healthcare 13.95%
4 Consumer Discretionary 11.13%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$735K 0.13%
19,000
127
$732K 0.13%
4,763
-32
128
$725K 0.13%
21,000
129
$685K 0.12%
5,130
130
$667K 0.12%
22,050
131
$667K 0.12%
14,500
132
$666K 0.12%
5,867
-70
133
$656K 0.11%
7,100
+2,160
134
$654K 0.11%
11,954
+372
135
$647K 0.11%
31,904
+101
136
$643K 0.11%
6,343
+4,808
137
$635K 0.11%
11,850
-100
138
$630K 0.11%
32,795
+700
139
$629K 0.11%
15,600
140
$627K 0.11%
16,600
141
$618K 0.11%
9,621
-332
142
$614K 0.11%
11,607
143
$614K 0.11%
14,900
144
$608K 0.11%
15,000
145
$604K 0.1%
1,855
+30
146
$600K 0.1%
16,400
147
$584K 0.1%
1,955
-60
148
$583K 0.1%
31,900
149
$574K 0.1%
15,000
150
$567K 0.1%
9,140
-1,640
4 5
6
7 8