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
201
$233K 0.04%
9,300
202
$232K 0.04%
8,243
-2,204
203
$223K 0.04%
1,733
+333
204
$223K 0.04%
4,360
-70
205
$223K 0.04%
686
206
$212K 0.04%
2,555
207
$210K 0.04%
2,968
-40
208
$202K 0.04%
3,115
+1,050
209
$199K 0.04%
3,127
210
$199K 0.04%
1,850
211
$198K 0.04%
2,655
212
$197K 0.04%
10,000
-3,000
213
$196K 0.04%
8,473
-100
214
$193K 0.04%
6,052
-725
215
$189K 0.04%
1,150
216
$174K 0.03%
7,500
217
$169K 0.03%
11,840
218
$160K 0.03%
1,600
+57
219
$156K 0.03%
2,270
220
$155K 0.03%
2,000
221
$152K 0.03%
812
+33
222
$146K 0.03%
1,143
223
$138K 0.03%
6,550
+5,800
224
$137K 0.03%
1,575
225
$137K 0.03%
956
7 8
9
10 11