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
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$904K
3
+$776K
4
UNH icon
UnitedHealth
UNH
+$567K
5
WM icon
Waste Management
WM
+$385K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$983K
4
AVGO icon
Broadcom
AVGO
+$971K
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Sector Composition

1 Technology 29.92%
2 Financials 14.9%
3 Consumer Discretionary 11.81%
4 Healthcare 11.78%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$584K 0.08%
21,715
152
$583K 0.08%
15,725
153
$579K 0.08%
17,800
154
$576K 0.08%
15,200
155
$571K 0.08%
9,250
156
$552K 0.08%
5,869
-40
157
$550K 0.08%
17,550
158
$524K 0.07%
1,251
-65
159
$520K 0.07%
19,250
160
$517K 0.07%
5,714
161
$511K 0.07%
4,250
162
$507K 0.07%
8,141
163
$487K 0.07%
2,921
164
$476K 0.07%
14,540
-650
165
$476K 0.07%
1,692
-100
166
$474K 0.06%
14,600
167
$465K 0.06%
1,151
168
$460K 0.06%
4,512
-781
169
$458K 0.06%
7,400
170
$455K 0.06%
14,820
-5,335
171
$453K 0.06%
3,498
172
$446K 0.06%
4,261
173
$437K 0.06%
5,779
-3,950
174
$437K 0.06%
1,528
175
$433K 0.06%
6,750
5 6
7
8 9