RCM
Richardson Capital Management Portfolio holdings
AUM
$191M
This Quarter Return
+1.56%
1 Year Return
+13.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(+6.2%)
Cap. Flow
+$6.65M
Cap. Flow
% of AUM
5.12%
Top 10 Holdings %
Top 10 Hldgs %
89.93%
Holding
192
New
49
Increased
38
Reduced
22
Closed
7
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.88M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$1.33M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$1.24M |
| 4 |
Matthews Emerging Markets Discovery Active ETF
MEMS
|
$729K |
| 5 |
NVIDIA
NVDA
|
$530K |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$216K |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$96.4K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$91.9K |
| 4 |
Invesco S&P SmallCap Health Care ETF
PSCH
|
$61.3K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$56K |
Sector Composition
| 1 | Technology | 1.35% |
| 2 | Industrials | 0.56% |
| 3 | Consumer Discretionary | 0.29% |
| 4 | Financials | 0.29% |
| 5 | Communication Services | 0.15% |
