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
201
$253K 0.03%
1,585
-3
202
$252K 0.03%
1,285
203
$245K 0.03%
9,115
-805
204
$244K 0.03%
2,404
-5
205
$241K 0.03%
2,719
-1,605
206
$237K 0.03%
2,180
207
$232K 0.03%
4,299
208
$232K 0.03%
1,940
-520
209
$229K 0.03%
983
210
$228K 0.03%
21,799
-180
211
$223K 0.03%
11,118
-5,638
212
$222K 0.03%
970
213
$222K 0.03%
1,100
-5
214
$217K 0.03%
1,225
215
$216K 0.03%
3,142
-1,400
216
$216K 0.03%
4,463
-240
217
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1,100
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218
$203K 0.03%
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219
$198K 0.03%
4,726
220
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2,019
221
$194K 0.03%
1,650
-15
222
$191K 0.03%
575
223
$190K 0.03%
3,180
224
$187K 0.03%
2,187
-110
225
$186K 0.03%
363
+4
7 8
9
10 11