RCM

Richardson Capital Management Portfolio holdings

AUM $210M
1-Year Est. Return 15.12%
This Quarter Est. Return
1 Year Est. Return
+15.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$1.08M
3
+$330K
4
JPM icon
JPMorgan Chase
JPM
+$263K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$250K

Top Sells

1
+$213K
2
+$66.9K
3
+$52.9K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$48.3K
5
AHR icon
American Healthcare REIT
AHR
+$28.8K

Sector Composition

1 Technology 5.01%
2 Industrials 0.64%
3 Financials 0.56%
4 Communication Services 0.32%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$311K 0.19%
1,266
+1,074
27
$305K 0.19%
5,576
+402
28
$267K 0.17%
3,529
29
$264K 0.16%
9,566
-53
30
$256K 0.16%
7,053
+2,267
31
$232K 0.14%
2,221
+235
32
$210K 0.13%
7,647
+60
33
$203K 0.13%
400
34
$201K 0.13%
3,086
35
$195K 0.12%
526
+121
36
$182K 0.11%
5,777
37
$180K 0.11%
694
-50
38
$176K 0.11%
2,326
-11
39
$175K 0.11%
705
+430
40
$159K 0.1%
6,782
-2,259
41
$158K 0.1%
3,750
42
$157K 0.1%
4,367
43
$151K 0.09%
796
+13
44
$142K 0.09%
2,184
45
$142K 0.09%
670
46
$138K 0.09%
986
+788
47
$135K 0.08%
2,123
+7
48
$134K 0.08%
+1,200
49
$134K 0.08%
142
50
$122K 0.08%
+400
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