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
$684M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.24M
3
+$801K
4
SBUX icon
Starbucks
SBUX
+$710K
5
UNH icon
UnitedHealth
UNH
+$619K

Top Sells

1
+$2.58M
2
+$2.52M
3
+$2.46M
4
AVGO icon
Broadcom
AVGO
+$2.23M
5
JPM icon
JPMorgan Chase
JPM
+$1.8M

Sector Composition

1 Technology 27.32%
2 Financials 14.37%
3 Healthcare 13.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$397K 0.06%
14,600
177
$397K 0.06%
611
+11
178
$382K 0.06%
1,542
-136
179
$372K 0.05%
19,250
180
$362K 0.05%
2,806
-545
181
$356K 0.05%
15,200
-2,000
182
$356K 0.05%
2,460
-315
183
$351K 0.05%
6,750
184
$325K 0.05%
1,097
185
$314K 0.05%
2,568
+70
186
$309K 0.05%
4,212
-138
187
$308K 0.05%
15,989
188
$307K 0.04%
571
+25
189
$305K 0.04%
1,336
+5
190
$304K 0.04%
546
+50
191
$298K 0.04%
4,253
-2,275
192
$292K 0.04%
10,295
+2,021
193
$290K 0.04%
3,635
-250
194
$289K 0.04%
2,731
+911
195
$287K 0.04%
600
-3
196
$287K 0.04%
6,882
-825
197
$285K 0.04%
1,850
198
$279K 0.04%
35,000
-1,200
199
$278K 0.04%
7,700
200
$276K 0.04%
1,340
-100
6 7
8
9 10