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
$122M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$27.5M
3
+$23.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$13.6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.04M

Top Sells

1
+$404K
2
+$311K
3
+$253K
4
IBM icon
IBM
IBM
+$234K
5
CVS icon
CVS Health
CVS
+$178K

Sector Composition

1 Technology 1.15%
2 Industrials 0.47%
3 Financials 0.31%
4 Consumer Discretionary 0.24%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$263K 0.22%
503
+2
27
$212K 0.17%
816
+234
28
$188K 0.15%
754
29
$185K 0.15%
3,086
30
$182K 0.15%
2,446
+43
31
$171K 0.14%
5,777
32
$160K 0.13%
+3,750
33
$152K 0.12%
6,718
34
$151K 0.12%
4,212
35
$147K 0.12%
7,203
+504
36
$137K 0.11%
760
+720
37
$134K 0.11%
388
-34
38
$122K 0.1%
2,098
+7
39
$121K 0.1%
17,223
40
$108K 0.09%
360
+323
41
$103K 0.08%
+571
42
$102K 0.08%
583
43
$96.7K 0.08%
875
+202
44
$93K 0.08%
127
+100
45
$89.8K 0.07%
+185
46
$89.6K 0.07%
213
+113
47
$83.8K 0.07%
+1,917
48
$76.7K 0.06%
1,530
-2,815
49
$75.6K 0.06%
1,811
-2,123
50
$72.9K 0.06%
+578
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