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
$687M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$720K
3
+$575K
4
SBUX icon
Starbucks
SBUX
+$437K
5
SNOW icon
Snowflake
SNOW
+$305K

Top Sells

1
+$784K
2
+$763K
3
+$678K
4
NVDA icon
NVIDIA
NVDA
+$576K
5
CSCO icon
Cisco
CSCO
+$500K

Sector Composition

1 Technology 29.54%
2 Financials 13.67%
3 Healthcare 12.62%
4 Consumer Discretionary 11.29%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$241K 0.04%
1,510
202
$241K 0.04%
1,603
203
$241K 0.04%
2,000
204
$235K 0.03%
1,285
205
$233K 0.03%
2,856
206
$231K 0.03%
5,426
207
$228K 0.03%
1,154
+8
208
$224K 0.03%
21,588
-1,425
209
$223K 0.03%
4,549
-325
210
$223K 0.03%
2,409
211
$222K 0.03%
983
212
$216K 0.03%
2,180
213
$211K 0.03%
1,525
214
$208K 0.03%
1,020
215
$208K 0.03%
3,180
216
$203K 0.03%
341
+223
217
$196K 0.03%
1,131
218
$193K 0.03%
4,703
219
$182K 0.03%
6,575
-500
220
$180K 0.03%
575
221
$174K 0.03%
1,463
-55
222
$174K 0.03%
1,100
223
$170K 0.02%
355
224
$163K 0.02%
628
-78
225
$163K 0.02%
1,665
7 8
9
10 11