RCM

RMR Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 15.41%
This Quarter Est. Return
1 Year Est. Return
+15.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$3.04M
3
+$2.41M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$2.1M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.88M

Top Sells

1
+$1.18M
2
+$681K
3
+$521K
4
GS icon
Goldman Sachs
GS
+$337K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$219K

Sector Composition

1 Financials 33.78%
2 Consumer Staples 4.67%
3 Technology 4.09%
4 Communication Services 3.42%
5 Healthcare 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.09K ﹤0.01%
11,629
77
– –
-6,176
78
– –
-399
79
– –
-50,000
1 2 3
4