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
201
$239K 0.04%
19,915
202
$237K 0.04%
1,610
-100
203
$236K 0.04%
1,626
-107
204
$227K 0.04%
33,100
205
$226K 0.04%
13,145
-19,750
206
$216K 0.04%
720
207
$214K 0.04%
7,159
+473
208
$212K 0.04%
1,850
209
$207K 0.04%
15,320
+13,720
210
$206K 0.04%
888
+348
211
$204K 0.04%
8,473
212
$199K 0.04%
586
-100
213
$198K 0.04%
3,360
+1,362
214
$195K 0.04%
9,300
215
$187K 0.03%
2,305
+1,810
216
$182K 0.03%
7,300
+750
217
$182K 0.03%
1,120
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218
$175K 0.03%
2,270
219
$171K 0.03%
10,000
220
$169K 0.03%
5,642
-410
221
$169K 0.03%
1,600
222
$168K 0.03%
1,143
223
$163K 0.03%
2,792
-335
224
$163K 0.03%
2,105
-550
225
$160K 0.03%
7,500
7 8
9
10 11