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
$554M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$493K
3
+$477K
4
PARA
Paramount Global Class B
PARA
+$467K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$432K

Top Sells

1
+$1.64M
2
+$1.57M
3
+$1.2M
4
CVX icon
Chevron
CVX
+$706K
5
ORCL icon
Oracle
ORCL
+$516K

Sector Composition

1 Technology 25.01%
2 Healthcare 14.94%
3 Consumer Discretionary 12.01%
4 Financials 11.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$450K 0.08%
21,000
152
$449K 0.08%
8,250
153
$446K 0.08%
6,419
-1,110
154
$446K 0.08%
9,015
+425
155
$445K 0.08%
2,200
156
$441K 0.08%
4,500
157
$440K 0.08%
8,700
158
$438K 0.08%
3,271
-179
159
$432K 0.08%
7,500
160
$430K 0.08%
13,500
161
$428K 0.08%
11,994
+2,500
162
$421K 0.08%
2,735
-13
163
$413K 0.07%
4,945
-365
164
$410K 0.07%
1,332
-130
165
$408K 0.07%
19,000
166
$402K 0.07%
15,000
167
$397K 0.07%
14,618
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168
$393K 0.07%
9,470
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169
$393K 0.07%
14,469
+1,729
170
$378K 0.07%
6,814
-1,210
171
$375K 0.07%
9,703
-100
172
$372K 0.07%
4,961
-100
173
$371K 0.07%
14,900
174
$363K 0.07%
11,910
+11,455
175
$359K 0.06%
16,400
5 6
7
8 9