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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$20.8M
3
+$17.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$16M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.75%
2 Technology 0.42%
3 Industrials 0.36%
4 Healthcare 0.27%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.1K 0.01%
+100
102
$9.74K 0.01%
+37
103
$9.66K 0.01%
+44
104
$9.5K 0.01%
+72
105
$9.09K 0.01%
+215
106
$8.17K 0.01%
+200
107
$8.02K 0.01%
+174
108
$7.14K 0.01%
+1,031
109
$6.62K 0.01%
+180
110
$6.44K 0.01%
+187
111
$6.08K 0.01%
+40
112
$6.05K 0.01%
+263
113
$6K 0.01%
+142
114
$5.49K 0.01%
+56
115
$5.48K 0.01%
+31
116
$5.2K 0.01%
+100
117
$5.11K 0.01%
+200
118
$4.77K ﹤0.01%
+108
119
$4.7K ﹤0.01%
+49
120
$4.65K ﹤0.01%
+88
121
$4.43K ﹤0.01%
+29
122
$4.1K ﹤0.01%
+22
123
$3.88K ﹤0.01%
+10
124
$3.36K ﹤0.01%
+32
125
$2.85K ﹤0.01%
+91
2 3 4
5
6