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
151
$566K 0.1%
13,500
152
$544K 0.09%
2,760
-90
153
$536K 0.09%
30,250
-2,600
154
$520K 0.09%
6,250
155
$517K 0.09%
7,740
-60
156
$515K 0.09%
24,675
157
$513K 0.09%
7,292
158
$512K 0.09%
3,287
+1,139
159
$507K 0.09%
19,915
160
$497K 0.09%
3,475
161
$495K 0.09%
3,355
162
$478K 0.08%
2,840
163
$454K 0.08%
3,645
164
$453K 0.08%
2,200
165
$444K 0.08%
5,218
166
$443K 0.08%
25,000
167
$437K 0.08%
5,000
168
$431K 0.07%
5,061
-2,554
169
$420K 0.07%
10,890
+10,140
170
$404K 0.07%
4,349
+50
171
$401K 0.07%
13,043
172
$398K 0.07%
3,493
+875
173
$394K 0.07%
1,333
+111
174
$382K 0.07%
17,670
-490
175
$379K 0.07%
33,100
5 6
7
8 9