RCM

Richardson Capital Management Portfolio holdings

AUM $210M
1-Year Est. Return 15.12%
This Quarter Est. Return
1 Year Est. Return
+15.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$1.08M
3
+$330K
4
JPM icon
JPMorgan Chase
JPM
+$263K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$250K

Top Sells

1
+$213K
2
+$66.9K
3
+$52.9K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$48.3K
5
AHR icon
American Healthcare REIT
AHR
+$28.8K

Sector Composition

1 Technology 5.01%
2 Industrials 0.64%
3 Financials 0.56%
4 Communication Services 0.32%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61.9K 0.04%
321
+1
77
$61.6K 0.04%
300
78
$61.2K 0.04%
450
79
$55.2K 0.03%
101
+1
80
$49.3K 0.03%
297
-6
81
$47.6K 0.03%
135
82
$47.2K 0.03%
459
-112
83
$46.2K 0.03%
172
+2
84
$44.7K 0.03%
100
85
$43.8K 0.03%
1,325
86
$43.7K 0.03%
442
+6
87
$43.5K 0.03%
+582
88
$42K 0.03%
223
+80
89
$39.4K 0.02%
+600
90
$39K 0.02%
+600
91
$38.5K 0.02%
350
92
$37.5K 0.02%
738
-156
93
$36.6K 0.02%
+582
94
$33.8K 0.02%
220
95
$33.3K 0.02%
+395
96
$32.1K 0.02%
1,035
97
$31.2K 0.02%
324
98
$30.5K 0.02%
630
+130
99
$30.1K 0.02%
+174
100
$28.4K 0.02%
52
2 3
4
5 6