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
$143M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$965K
3
+$375K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$245K
5
MEMS icon
Matthews Emerging Markets Discovery Active ETF
MEMS
+$165K

Top Sells

1
+$449K
2
+$249K
3
+$233K
4
ARKB icon
ARK 21Shares Bitcoin ETF
ARKB
+$152K
5
GNRC icon
Generac Holdings
GNRC
+$76.4K

Sector Composition

1 Technology 1.19%
2 Industrials 0.34%
3 Consumer Discretionary 0.28%
4 Financials 0.22%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$67.9K 0.05%
866
+46
52
$67.8K 0.05%
338
+1
53
$66.9K 0.05%
1,540
+467
54
$65.7K 0.05%
367
+1
55
$62.3K 0.04%
1,179
-5
56
$60.8K 0.04%
275
57
$60.8K 0.04%
214
-877
58
$58.5K 0.04%
100
59
$56.1K 0.04%
338
60
$55.7K 0.04%
1,841
+23
61
$55.2K 0.04%
513
-5
62
$53.9K 0.04%
450
63
$53.8K 0.04%
365
64
$53.2K 0.04%
300
65
$52.6K 0.04%
303
66
$49.5K 0.03%
100
67
$46.7K 0.03%
650
68
$46.5K 0.03%
170
-190
69
$45.6K 0.03%
977
+12
70
$44.3K 0.03%
1,325
71
$41.7K 0.03%
1,192
+12
72
$40.5K 0.03%
192
73
$40.1K 0.03%
500
74
$38.1K 0.03%
801
-9,444
75
$37.9K 0.03%
135
1 2
3
4 5