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
$157M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$2.08M
3
+$645K
4
ARKK icon
ARK Innovation ETF
ARKK
+$414K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$407K

Top Sells

1
+$753K
2
+$208K
3
+$84.6K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$67.9K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$63.4K

Sector Composition

1 Technology 6.09%
2 Industrials 0.45%
3 Consumer Discretionary 0.36%
4 Communication Services 0.36%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$117K 0.07%
+3,844
52
$113K 0.07%
6,718
53
$109K 0.07%
583
54
$108K 0.07%
185
55
$97.2K 0.06%
250
+188
56
$96.5K 0.06%
1,550
+900
57
$86.6K 0.06%
191
58
$83.9K 0.05%
1,969
+429
59
$79.5K 0.05%
+550
60
$79K 0.05%
926
+60
61
$76.4K 0.05%
+493
62
$71.2K 0.05%
679
+2
63
$69.2K 0.04%
300
64
$69K 0.04%
571
65
$67.4K 0.04%
320
-18
66
$64.8K 0.04%
450
67
$64.3K 0.04%
361
-6
68
$61.6K 0.04%
214
69
$60.5K 0.04%
275
70
$59.8K 0.04%
303
71
$57.3K 0.04%
100
72
$56.8K 0.04%
170
73
$52.9K 0.03%
365
74
$50.9K 0.03%
1,325
75
$48.6K 0.03%
100
1 2
3
4 5