Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 02-14-2024 | 12-31-2023 | 454 | 676,484 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DAVITA INC | Ordinary Share | 551 | $31 | 105 | 0.00 | 0.00 | -195 | -65.00 | 12-31-2023 |
| VANGUARD GROWTH ETF | Equity ETF | 552 | $31 | 311 | 0.00 | 0.00 | 211 | 211.00 | 12-31-2023 |
| VANGUARD HIGH DIVIDEND YIELD ETF | Equity ETF | 553 | $31 | 112 | 0.00 | 0.00 | -182 | -61.90 | 12-31-2023 |
| KAMAN CORP | Ordinary Share | 554 | $30 | 24 | 0.00 | 0.00 | -1,213 | -98.06 | 12-31-2023 |
