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
51
$61.7K 0.06%
+839
52
$58.7K 0.06%
+755
53
$57.1K 0.06%
+671
54
$56.4K 0.05%
+827
55
$56.3K 0.05%
+581
56
$53.1K 0.05%
+1,782
57
$49.2K 0.05%
+255
58
$48.5K 0.05%
+907
59
$43.4K 0.04%
+943
60
$40.6K 0.04%
+460
61
$39.3K 0.04%
+300
62
$39.3K 0.04%
+1,154
63
$37K 0.04%
+876
64
$35.7K 0.03%
+100
65
$33.7K 0.03%
+1,000
66
$33.5K 0.03%
+7,500
67
$31.2K 0.03%
+156
68
$31.2K 0.03%
+374
69
$30.4K 0.03%
+184
70
$30.3K 0.03%
+746
71
$28.8K 0.03%
+553
72
$27.6K 0.03%
+280
73
$26.8K 0.03%
+218
74
$26.4K 0.03%
+52
75
$24.4K 0.02%
+624
1 2
3
4 5