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
176
$375K 0.06%
2,262
+15
177
$371K 0.06%
9,300
178
$369K 0.06%
6,605
+3,755
179
$365K 0.06%
6,400
-600
180
$335K 0.06%
+2,235
181
$333K 0.06%
2,962
-100
182
$330K 0.06%
9,585
183
$326K 0.06%
1,005
+15
184
$320K 0.06%
2,594
185
$308K 0.05%
1,816
+235
186
$306K 0.05%
11,840
187
$299K 0.05%
2,060
188
$293K 0.05%
3,490
+275
189
$285K 0.05%
6,500
190
$282K 0.05%
7,500
191
$280K 0.05%
6,500
192
$267K 0.05%
2,655
193
$264K 0.05%
8,573
194
$258K 0.04%
686
195
$251K 0.04%
4,561
196
$246K 0.04%
2,279
-210
197
$243K 0.04%
2,610
+50
198
$242K 0.04%
3,008
-220
199
$237K 0.04%
2,000
200
$234K 0.04%
3,727
-200
6 7
8
9 10