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
$696M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$796K
3
+$591K
4
TMO icon
Thermo Fisher Scientific
TMO
+$561K
5
FHN icon
First Horizon
FHN
+$488K

Top Sells

1
+$5.91M
2
+$3.61M
3
+$2.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.22M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.59M

Sector Composition

1 Technology 25.29%
2 Financials 15.26%
3 Healthcare 13.87%
4 Consumer Discretionary 11.45%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$524K 0.08%
16,103
+135
177
$522K 0.08%
15,989
178
$514K 0.07%
34,640
+115
179
$514K 0.07%
6,750
180
$512K 0.07%
6,217
-387
181
$508K 0.07%
21,715
+900
182
$505K 0.07%
2,309
+18
183
$499K 0.07%
6,038
184
$497K 0.07%
5,550
185
$495K 0.07%
16,800
186
$493K 0.07%
2,541
+152
187
$478K 0.07%
3,259
+12
188
$475K 0.07%
4,365
-5
189
$465K 0.07%
10,250
190
$460K 0.07%
10,700
191
$459K 0.07%
3,172
-320
192
$457K 0.07%
+34,300
193
$453K 0.07%
2,060
+118
194
$445K 0.06%
4,831
+365
195
$445K 0.06%
825
196
$442K 0.06%
2,655
197
$442K 0.06%
4,661
198
$441K 0.06%
8,740
+264
199
$429K 0.06%
1,088
+15
200
$425K 0.06%
11,700
+1,900
6 7
8
9 10