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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$20.8M
3
+$17.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$16M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.75%
2 Technology 0.42%
3 Industrials 0.36%
4 Healthcare 0.27%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24.4K 0.02%
+500
77
$24.3K 0.02%
+500
78
$23.6K 0.02%
+229
79
$22.5K 0.02%
+1,035
80
$22.4K 0.02%
+160
81
$22K 0.02%
+420
82
$21.9K 0.02%
+53
83
$21.9K 0.02%
+838
84
$21.5K 0.02%
+62
85
$21.3K 0.02%
+88
86
$20.4K 0.02%
+106
87
$19.9K 0.02%
+80
88
$17.8K 0.02%
+27
89
$16K 0.02%
+400
90
$14.9K 0.01%
+2,500
91
$14.1K 0.01%
+220
92
$13.6K 0.01%
+116
93
$12.8K 0.01%
+150
94
$12.6K 0.01%
+234
95
$12.6K 0.01%
+350
96
$12.5K 0.01%
+211
97
$11.9K 0.01%
+150
98
$11.8K 0.01%
+84
99
$11.4K 0.01%
+400
100
$10.8K 0.01%
+120
2 3
4
5 6