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
$523M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$748K
3
+$596K
4
SBUX icon
Starbucks
SBUX
+$530K
5
LULU icon
lululemon athletica
LULU
+$412K

Top Sells

1
+$5.86M
2
+$643K
3
+$417K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$236K
5
AAPL icon
Apple
AAPL
+$235K

Sector Composition

1 Technology 24.69%
2 Healthcare 15.01%
3 Financials 13.03%
4 Consumer Discretionary 11%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$351K 0.07%
12,740
+1,355
177
$349K 0.07%
13,718
178
$345K 0.07%
3,379
179
$339K 0.06%
24,675
180
$337K 0.06%
16,600
181
$334K 0.06%
9,494
182
$333K 0.06%
2,639
+45
183
$332K 0.06%
16,400
184
$325K 0.06%
9,010
-1,847
185
$324K 0.06%
4,124
-225
186
$323K 0.06%
32,900
187
$316K 0.06%
6,400
188
$306K 0.06%
6,770
-70
189
$300K 0.06%
12,000
190
$294K 0.06%
2,060
191
$287K 0.05%
2,962
192
$286K 0.05%
1,501
193
$282K 0.05%
5,000
194
$277K 0.05%
19,915
195
$266K 0.05%
25,000
196
$259K 0.05%
720
197
$259K 0.05%
33,100
198
$253K 0.05%
6,686
+1,431
199
$252K 0.05%
850
200
$237K 0.05%
1,710
-90
6 7
8
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