We are live on ! Find out more
RMC

Resources Management Corp Portfolio holdings

AUM $753M
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$753M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.43M
3
+$1.39M
4
PANW icon
Palo Alto Networks
PANW
+$1.18M
5
BSX icon
Boston Scientific
BSX
+$1.02M

Top Sells

1
+$1.3M
2
+$677K
3
+$614K
4
CMG icon
Chipotle Mexican Grill
CMG
+$514K
5
LRCX icon
Lam Research
LRCX
+$451K

Sector Composition

1 Technology 29.59%
2 Financials 12.24%
3 Healthcare 11.93%
4 Consumer Discretionary 11.68%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PTC icon
151
PTC
PTC
$15.7B
$380K 0.05%
2,668
+342
VWO icon
152
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$361K 0.05%
6,671
+376
PH icon
153
Parker-Hannifin
PH
$113B
$358K 0.05%
400
IWR icon
154
iShares Russell Mid-Cap ETF
IWR
$54.4B
$355K 0.05%
3,652
TSLA icon
155
Tesla
TSLA
$1.45T
$353K 0.05%
949
+58
CRH icon
156
CRH
CRH
$67.5B
$328K 0.04%
3,119
+2,242
OXLCP
157
DELISTED
Oxford Lane Capital Corp 6.25% Series 2027 Term Preferred Shares
OXLCP
$326K 0.04%
13,200
VTI icon
158
Vanguard Total Stock Market ETF
VTI
$640B
$315K 0.04%
981
+686
JPEF icon
159
JPMorgan Equity Focus ETF
JPEF
$1.89B
$313K 0.04%
4,357
GLD icon
160
SPDR Gold Trust
GLD
$136B
$303K 0.04%
705
+200
VB icon
161
Vanguard Small-Cap ETF
VB
$77.9B
$299K 0.04%
1,140
-25
NSC icon
162
Norfolk Southern
NSC
$69.8B
$293K 0.04%
1,020
-450
FDX icon
163
FedEx
FDX
$76.9B
$291K 0.04%
817
MDY icon
164
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$287K 0.04%
466
BNY
165
Bank of New York Mellon
BNY
$96.9B
$281K 0.04%
2,370
+110
VGT icon
166
Vanguard Information Technology ETF
VGT
$138B
$280K 0.04%
3,216
VIG icon
167
Vanguard Dividend Appreciation ETF
VIG
$108B
$276K 0.04%
1,285
WAB icon
168
Wabtec
WAB
$44B
$275K 0.04%
1,100
-3
ALL icon
169
Allstate
ALL
$57.7B
$272K 0.04%
1,310
IVW icon
170
iShares S&P 500 Growth ETF
IVW
$72B
$272K 0.04%
2,404
-121
IYW icon
171
iShares US Technology ETF
IYW
$23.7B
$267K 0.04%
1,470
META icon
172
Meta Platforms (Facebook)
META
$1.47T
$265K 0.04%
464
-140
IWM icon
173
iShares Russell 2000 ETF
IWM
$78.7B
$253K 0.03%
1,019
-25
XLK icon
174
State Street Technology Select Sector SPDR ETF
XLK
$116B
$253K 0.03%
1,904
+3
ETN icon
175
Eaton
ETN
$147B
$251K 0.03%
703
5 6
7
8 9