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
$143M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$965K
3
+$375K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$245K
5
MEMS icon
Matthews Emerging Markets Discovery Active ETF
MEMS
+$165K

Top Sells

1
+$449K
2
+$249K
3
+$233K
4
ARKB icon
ARK 21Shares Bitcoin ETF
ARKB
+$152K
5
GNRC icon
Generac Holdings
GNRC
+$76.4K

Sector Composition

1 Technology 1.19%
2 Industrials 0.34%
3 Consumer Discretionary 0.28%
4 Financials 0.22%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37.4K 0.03%
220
77
$35.1K 0.02%
170
78
$33.7K 0.02%
340
79
$33.3K 0.02%
940
+38
80
$33.1K 0.02%
218
81
$33K 0.02%
56
82
$32.5K 0.02%
374
-18
83
$30.2K 0.02%
116
84
$29.6K 0.02%
52
85
$29.4K 0.02%
1,035
86
$27.5K 0.02%
225
87
$27.1K 0.02%
143
88
$26.7K 0.02%
624
89
$25.9K 0.02%
105
90
$25.8K 0.02%
245
91
$25.1K 0.02%
62
92
$24.6K 0.02%
500
93
$24.4K 0.02%
423
-54
94
$23.8K 0.02%
600
95
$23K 0.02%
856
+8
96
$23K 0.02%
213
97
$22.8K 0.02%
234
98
$22.1K 0.02%
479
99
$19.5K 0.01%
88
100
$17.3K 0.01%
325
2 3
4
5 6