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
126
$850K 0.12%
4,465
-5
127
$836K 0.11%
17,488
-70
128
$829K 0.11%
4,674
-571
129
$783K 0.11%
618
+250
130
$778K 0.11%
15,500
131
$770K 0.11%
16,125
-75
132
$770K 0.11%
20,500
133
$767K 0.1%
5,149
+1,297
134
$739K 0.1%
7,456
135
$738K 0.1%
828
136
$726K 0.1%
22,511
+1,100
137
$720K 0.1%
16,600
138
$713K 0.1%
10,441
139
$706K 0.1%
4,068
-168
140
$705K 0.1%
1,350
141
$704K 0.1%
18,450
142
$690K 0.09%
19,500
143
$676K 0.09%
12,590
-3,785
144
$656K 0.09%
6,340
-230
145
$654K 0.09%
4,994
-375
146
$637K 0.09%
7,440
-575
147
$627K 0.09%
16,400
148
$592K 0.08%
5,000
149
$591K 0.08%
5,550
150
$591K 0.08%
15,736
-40
4 5
6
7 8