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
$733M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$904K
3
+$776K
4
UNH icon
UnitedHealth
UNH
+$567K
5
WM icon
Waste Management
WM
+$385K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$983K
4
AVGO icon
Broadcom
AVGO
+$971K
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Sector Composition

1 Technology 29.92%
2 Financials 14.9%
3 Consumer Discretionary 11.81%
4 Healthcare 11.78%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$385K 0.05%
5,133
-255
177
$375K 0.05%
596
178
$339K 0.05%
7,700
179
$338K 0.05%
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180
$331K 0.05%
1,459
181
$322K 0.04%
1,425
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182
$320K 0.04%
559
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183
$318K 0.04%
13,200
-2,000
184
$310K 0.04%
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-20
185
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186
$307K 0.04%
3,995
187
$304K 0.04%
15,100
-3,800
188
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189
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190
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600
191
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192
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193
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195
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315
196
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197
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198
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199
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200
$254K 0.03%
400
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