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
126
$810K 0.12%
4,088
-1,005
127
$808K 0.12%
8,562
-449
128
$801K 0.12%
6,195
-2,520
129
$744K 0.11%
4,885
-130
130
$734K 0.11%
20,500
131
$679K 0.1%
1,461
-90
132
$677K 0.1%
13,485
+453
133
$662K 0.1%
8,057
-195
134
$647K 0.09%
16,600
135
$624K 0.09%
14,398
-1,210
136
$624K 0.09%
15,500
137
$605K 0.09%
16,500
-313
138
$584K 0.09%
16,805
139
$571K 0.08%
4,458
-10
140
$566K 0.08%
6,590
-60
141
$556K 0.08%
1,000
-500
142
$554K 0.08%
5,839
-617
143
$550K 0.08%
2,220
-81
144
$548K 0.08%
19,500
-2,900
145
$542K 0.08%
6,116
-2,932
146
$539K 0.08%
1,350
147
$537K 0.08%
15,200
148
$535K 0.08%
6,219
-556
149
$531K 0.08%
17,800
150
$529K 0.08%
21,165
-21,008
4 5
6
7 8