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
$554M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$493K
3
+$477K
4
PARA
Paramount Global Class B
PARA
+$467K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$432K

Top Sells

1
+$1.64M
2
+$1.57M
3
+$1.2M
4
CVX icon
Chevron
CVX
+$706K
5
ORCL icon
Oracle
ORCL
+$516K

Sector Composition

1 Technology 25.01%
2 Healthcare 14.94%
3 Consumer Discretionary 12.01%
4 Financials 11.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$355K 0.06%
16,600
177
$348K 0.06%
2,639
178
$337K 0.06%
10,256
-3,115
179
$334K 0.06%
3,379
180
$329K 0.06%
1,990
-30
181
$327K 0.06%
6,250
182
$310K 0.06%
8,535
-475
183
$310K 0.06%
6,000
-400
184
$308K 0.06%
3,899
-225
185
$300K 0.05%
1,431
-70
186
$298K 0.05%
33,025
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187
$296K 0.05%
8,318
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188
$296K 0.05%
1,827
-233
189
$287K 0.05%
16,450
-2,500
190
$286K 0.05%
6,095
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191
$279K 0.05%
24,675
192
$276K 0.05%
15,600
193
$274K 0.05%
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-50
194
$269K 0.05%
825
-25
195
$266K 0.05%
25,000
196
$262K 0.05%
3,115
197
$258K 0.05%
5,000
198
$253K 0.05%
2,530
+1,380
199
$250K 0.05%
4,360
200
$248K 0.04%
2,944
-24
6 7
8
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