RCM

RMR Capital Management Portfolio holdings

AUM $143M
1-Year Est. Return 12.27%
This Quarter Est. Return
1 Year Est. Return
+12.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$275K
3
+$258K
4
NOC icon
Northrop Grumman
NOC
+$204K
5
SSD icon
Simpson Manufacturing
SSD
+$136K

Top Sells

1
+$502K
2
+$373K
3
+$224K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$198K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$74.8K

Sector Composition

1 Financials 36.44%
2 Consumer Staples 4.36%
3 Technology 3.81%
4 Healthcare 3.44%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$108K 0.08%
35,550
77
$8.81K 0.01%
34
78
$7.63K 0.01%
581
79
– –
-5,171
1 2 3
4