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
$157M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$2.08M
3
+$645K
4
ARKK icon
ARK Innovation ETF
ARKK
+$414K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$407K

Top Sells

1
+$753K
2
+$208K
3
+$84.6K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$67.9K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$63.4K

Sector Composition

1 Technology 6.09%
2 Industrials 0.45%
3 Consumer Discretionary 0.36%
4 Communication Services 0.36%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48.6K 0.03%
436
+400
77
$46.2K 0.03%
135
78
$46K 0.03%
192
79
$44.1K 0.03%
+350
80
$42.7K 0.03%
894
-285
81
$33.8K 0.02%
220
82
$32.6K 0.02%
324
-16
83
$32.6K 0.02%
52
-4
84
$31.6K 0.02%
198
-20
85
$29.6K 0.02%
52
86
$28.8K 0.02%
+1,013
87
$28.7K 0.02%
500
88
$28.3K 0.02%
500
89
$27.3K 0.02%
1,035
90
$26.5K 0.02%
143
91
$26.4K 0.02%
600
92
$25.9K 0.02%
116
93
$25.2K 0.02%
261
-252
94
$24.3K 0.02%
245
95
$23.9K 0.02%
105
96
$23.8K 0.02%
225
97
$23K 0.01%
264
-110
98
$22.4K 0.01%
426
+3
99
$21.2K 0.01%
479
100
$19.6K 0.01%
89
+1
2 3
4
5 6