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
$684M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.24M
3
+$801K
4
SBUX icon
Starbucks
SBUX
+$710K
5
UNH icon
UnitedHealth
UNH
+$619K

Top Sells

1
+$2.58M
2
+$2.52M
3
+$2.46M
4
AVGO icon
Broadcom
AVGO
+$2.23M
5
JPM icon
JPMorgan Chase
JPM
+$1.8M

Sector Composition

1 Technology 27.32%
2 Financials 14.37%
3 Healthcare 13.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$526K 0.08%
16,400
-7,000
152
$521K 0.08%
5,000
153
$519K 0.08%
1,792
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154
$518K 0.08%
8,466
-1,800
155
$518K 0.08%
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156
$517K 0.08%
18,450
157
$511K 0.07%
5,550
158
$506K 0.07%
833
159
$503K 0.07%
3,657
160
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3,536
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161
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21,715
162
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3,972
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163
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8,228
164
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17,550
-40
165
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166
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2,229
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167
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168
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29,065
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169
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170
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4,188
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171
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848
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535
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173
$407K 0.06%
7,400
174
$407K 0.06%
2,611
-3,119
175
$400K 0.06%
4,365
5 6
7
8 9