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
126
$754K 0.11%
8,272
-290
127
$753K 0.11%
16,459
-2,440
128
$748K 0.11%
17,170
129
$730K 0.11%
21,811
-1,235
130
$725K 0.11%
23,406
-3,208
131
$694K 0.1%
14,645
+1,160
132
$683K 0.1%
4,945
-1,250
133
$665K 0.1%
20,500
134
$645K 0.09%
16,600
135
$637K 0.09%
16,500
136
$636K 0.09%
16,230
+1,832
137
$601K 0.09%
1,350
138
$597K 0.09%
1,361
-100
139
$587K 0.09%
6,570
-20
140
$586K 0.09%
19,500
141
$578K 0.08%
15,500
142
$571K 0.08%
4,236
-222
143
$559K 0.08%
828
-5
144
$559K 0.08%
5,859
-257
145
$548K 0.08%
16,400
146
$547K 0.08%
20,540
-625
147
$542K 0.08%
2,015
-205
148
$541K 0.08%
16,025
-780
149
$540K 0.08%
18,450
150
$539K 0.08%
1,079
4 5
6
7 8