RCM

Richardson Capital Management Portfolio holdings

AUM $191M
1-Year Est. Return 13.69%
This Quarter Est. Return
1 Year Est. Return
+13.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$20.8M
3
+$17.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$16M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.75%
2 Technology 0.42%
3 Industrials 0.36%
4 Healthcare 0.27%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$169K 0.16%
+2,403
27
$168K 0.16%
+8,000
28
$162K 0.16%
+3,934
29
$158K 0.15%
+6,718
30
$152K 0.15%
+5,777
31
$147K 0.14%
+4,212
32
$143K 0.14%
+300
33
$138K 0.13%
+582
34
$135K 0.13%
+650
35
$131K 0.13%
+422
36
$127K 0.12%
+6,854
37
$124K 0.12%
+6,699
38
$120K 0.12%
+2,091
39
$114K 0.11%
+2,790
40
$114K 0.11%
+7,000
41
$110K 0.11%
+2,000
42
$103K 0.1%
+2,000
43
$99.4K 0.1%
+583
44
$80.2K 0.08%
+2,000
45
$76.9K 0.07%
+1,025
46
$72.8K 0.07%
+673
47
$69.3K 0.07%
+385
48
$65.8K 0.06%
+400
49
$64.6K 0.06%
+4,000
50
$62.1K 0.06%
+3,700
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