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
$687M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$720K
3
+$575K
4
SBUX icon
Starbucks
SBUX
+$437K
5
SNOW icon
Snowflake
SNOW
+$305K

Top Sells

1
+$784K
2
+$763K
3
+$678K
4
NVDA icon
NVIDIA
NVDA
+$576K
5
CSCO icon
Cisco
CSCO
+$500K

Sector Composition

1 Technology 29.54%
2 Financials 13.67%
3 Healthcare 12.62%
4 Consumer Discretionary 11.29%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$537K 0.08%
1,792
152
$531K 0.08%
5,000
153
$530K 0.08%
5,839
154
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3,852
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155
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8,216
-250
156
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8,133
-95
157
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5,550
158
$500K 0.07%
2,498
+25
159
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15,200
160
$497K 0.07%
17,800
161
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162
$481K 0.07%
17,550
163
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6,022
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164
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900
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165
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166
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169
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170
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4,252
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173
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604
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$389K 0.06%
1,975
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175
$383K 0.06%
19,250
5 6
7
8 9