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
$130M
AUM Growth
+$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.33M
3
+$1.24M
4
MEMS icon
Matthews Emerging Markets Discovery Active ETF
MEMS
+$729K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$515K

Top Sells

1
+$216K
2
+$96.4K
3
+$91.9K
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$61.3K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$56K

Sector Composition

1 Technology 1.35%
2 Industrials 0.56%
3 Consumer Discretionary 0.29%
4 Financials 0.29%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$41.4K 0.03%
650
77
$39.5K 0.03%
1,180
+13
78
$39.1K 0.03%
1,325
79
$38.8K 0.03%
192
+22
80
$37.7K 0.03%
775
81
$36.3K 0.03%
170
82
$32.9K 0.03%
340
+2
83
$32.8K 0.03%
218
84
$32.4K 0.02%
56
85
$32.1K 0.02%
902
+811
86
$30.7K 0.02%
392
+18
87
$30.3K 0.02%
1,620
88
$28K 0.02%
245
89
$27.8K 0.02%
52
90
$27.5K 0.02%
1,035
91
$27.2K 0.02%
500
92
$26.9K 0.02%
225
93
$25.3K 0.02%
477
-123
94
$24.9K 0.02%
143
-41
95
$24.5K 0.02%
624
96
$23.9K 0.02%
600
97
$23.8K 0.02%
105
98
$23.3K 0.02%
532
-1,279
99
$23.2K 0.02%
116
100
$22K 0.02%
848
+10
2 3
4
5 6