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
201
$271K 0.04%
23,013
-20,160
202
$266K 0.04%
315
203
$261K 0.04%
1,510
-950
204
$249K 0.04%
595
205
$240K 0.04%
4,874
-1,180
206
$237K 0.03%
2,000
207
$236K 0.03%
1,525
208
$235K 0.03%
1,285
209
$232K 0.03%
442
-50
210
$229K 0.03%
2,856
211
$228K 0.03%
1,131
212
$223K 0.03%
5,426
213
$223K 0.03%
1,020
214
$223K 0.03%
3,180
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215
$217K 0.03%
1,603
216
$205K 0.03%
983
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217
$203K 0.03%
2,409
218
$202K 0.03%
2,180
-1,775
219
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1,146
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220
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4,703
221
$195K 0.03%
2,195
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222
$195K 0.03%
7,075
-1,040
223
$180K 0.03%
575
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224
$177K 0.03%
706
-25
225
$175K 0.03%
1,298
-233
7 8
9
10 11