RCM

Richardson Capital Management Portfolio holdings

AUM $199M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.88M
3
+$2.79M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.28M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$743K

Top Sells

1
+$166K
2
+$119K
3
+$85.7K
4
TSLA icon
Tesla
TSLA
+$78K
5
AVGO icon
Broadcom
AVGO
+$68.6K

Sector Composition

1 Technology 5.62%
2 Industrials 0.61%
3 Financials 0.55%
4 Communication Services 0.32%
5 Consumer Discretionary 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$70.6K 0.04%
493
77
$66.3K 0.03%
362
-144
78
$66.1K 0.03%
1,325
79
$64.6K 0.03%
455
-4
80
$61.6K 0.03%
194
-259
81
$57.3K 0.03%
400
82
$54.1K 0.03%
436
-6
83
$53.5K 0.03%
+600
84
$48.8K 0.03%
+2,000
85
$46.3K 0.02%
100
86
$43.4K 0.02%
582
87
$43.3K 0.02%
223
88
$42.2K 0.02%
740
+2
89
$39.9K 0.02%
1,391
90
$37.4K 0.02%
116
91
$36.8K 0.02%
600
92
$35.3K 0.02%
350
93
$35.2K 0.02%
500
-130
94
$35.1K 0.02%
326
+2
95
$35K 0.02%
220
96
$34.8K 0.02%
52
97
$34K 0.02%
1,035
98
$31.8K 0.02%
179
99
$31.6K 0.02%
174
100
$29.5K 0.02%
263
+2
2 3
4
5 6