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
$130M
AUM Growth
+$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.33M
3
+$1.24M
4
MEMS icon
Matthews Emerging Markets Discovery Active ETF
MEMS
+$729K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$515K

Top Sells

1
+$216K
2
+$96.4K
3
+$91.9K
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$61.3K
5
VWO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$83.8K 0.06%
206
-7
52
$83.6K 0.06%
784
-91
53
$76.4K 0.06%
578
54
$66.4K 0.05%
337
55
$65.2K 0.05%
675
+2
56
$63.7K 0.05%
322
+272
57
$62.4K 0.05%
366
+1
58
$61.6K 0.05%
820
+52
59
$61.6K 0.05%
338
+38
60
$58.5K 0.05%
1,184
-346
61
$57.1K 0.04%
365
62
$54K 0.04%
1,818
+22
63
$53K 0.04%
518
-86
64
$52.7K 0.04%
+303
65
$51.7K 0.04%
+135
66
$50.1K 0.04%
275
67
$49K 0.04%
450
68
$47.8K 0.04%
300
69
$47.6K 0.04%
275
70
$46.7K 0.04%
100
71
$45.8K 0.04%
500
72
$45.3K 0.03%
1,073
+202
73
$45.2K 0.03%
100
74
$43.8K 0.03%
220
75
$43.4K 0.03%
965
+11
1 2
3
4 5