RCM

Richardson Capital Management Portfolio holdings

AUM $210M
1-Year Est. Return 15.12%
This Quarter Est. Return
1 Year Est. Return
+15.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$1.08M
3
+$330K
4
JPM icon
JPMorgan Chase
JPM
+$263K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$250K

Top Sells

1
+$213K
2
+$66.9K
3
+$52.9K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$48.3K
5
AHR icon
American Healthcare REIT
AHR
+$28.8K

Sector Composition

1 Technology 5.01%
2 Industrials 0.64%
3 Financials 0.56%
4 Communication Services 0.32%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$118K 0.07%
5,499
+17
52
$118K 0.07%
3,844
53
$117K 0.07%
453
-3
54
$116K 0.07%
202
+17
55
$113K 0.07%
5,718
-642
56
$111K 0.07%
1,550
57
$111K 0.07%
17,223
58
$110K 0.07%
+751
59
$110K 0.07%
+403
60
$109K 0.07%
+1,216
61
$109K 0.07%
+2,800
62
$107K 0.07%
641
+111
63
$106K 0.07%
288
+38
64
$105K 0.07%
583
65
$103K 0.06%
193
+2
66
$94.5K 0.06%
2,222
+253
67
$91.9K 0.06%
554
+4
68
$86.4K 0.05%
506
+145
69
$85.5K 0.05%
1,385
+1,060
70
$77.3K 0.05%
6,718
71
$75.8K 0.05%
142
+90
72
$74.5K 0.05%
994
+68
73
$66.9K 0.04%
400
+35
74
$66.7K 0.04%
680
+1
75
$62.4K 0.04%
493
1 2
3
4 5