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
51
$62.7K 0.05%
604
+23
52
$62.7K 0.05%
673
+2
53
$61.5K 0.05%
337
+322
54
$60.3K 0.05%
+450
55
$60K 0.05%
+365
56
$58.6K 0.05%
139
+129
57
$57.6K 0.05%
+365
58
$54.4K 0.04%
+768
59
$53.5K 0.04%
1,796
+14
60
$53.4K 0.04%
+1,680
61
$53.1K 0.04%
275
+270
62
$52.5K 0.04%
275
-1,225
63
$45.5K 0.04%
+100
64
$45.3K 0.04%
300
+140
65
$44.9K 0.04%
+500
66
$43.2K 0.04%
954
+11
67
$41.8K 0.03%
+100
68
$41.7K 0.03%
+300
69
$40K 0.03%
192
+86
70
$39.8K 0.03%
+650
71
$39.4K 0.03%
1,167
+13
72
$38.9K 0.03%
977
+790
73
$37.9K 0.03%
+1,325
74
$37.2K 0.03%
+220
75
$37.1K 0.03%
+775
1 2
3
4 5