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
$122M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$27.5M
3
+$23.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$13.6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.04M

Top Sells

1
+$404K
2
+$311K
3
+$253K
4
IBM icon
IBM
IBM
+$234K
5
CVS icon
CVS Health
CVS
+$178K

Sector Composition

1 Technology 1.15%
2 Industrials 0.47%
3 Financials 0.31%
4 Consumer Discretionary 0.24%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37K 0.03%
871
-5
77
$34.9K 0.03%
+170
78
$34.1K 0.03%
+170
79
$33K 0.03%
184
80
$32.6K 0.03%
600
+47
81
$31.2K 0.03%
+245
82
$31K 0.03%
374
83
$30.5K 0.02%
145
-11
84
$30.2K 0.02%
+338
85
$29.4K 0.02%
218
86
$29.4K 0.02%
+56
87
$29.2K 0.02%
+220
88
$28.9K 0.02%
52
89
$26.5K 0.02%
+1,620
90
$25.9K 0.02%
624
91
$25.8K 0.02%
+105
92
$23.8K 0.02%
62
93
$23.6K 0.02%
500
94
$23.5K 0.02%
1,035
95
$23.5K 0.02%
229
96
$22.8K 0.02%
600
-400
97
$21.9K 0.02%
838
98
$21.4K 0.02%
+225
99
$21.4K 0.02%
116
100
$21.4K 0.02%
234
+185
2 3
4
5 6