RCM
Richardson Capital Management Portfolio holdings
AUM
$191M
This Quarter Return
+8.74%
1 Year Return
+13.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(+19%)
Cap. Flow
+$113M
Cap. Flow
% of AUM
92.39%
Top 10 Holdings %
Top 10 Hldgs %
90.57%
Holding
187
New
53
Increased
44
Reduced
12
Closed
44
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$34.9M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$27.5M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$23.3M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$13.6M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.07M |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$404K |
| 2 |
Prudential Financial
PRU
|
$311K |
| 3 |
iShares Russell 1000 ETF
IWB
|
$253K |
| 4 |
IBM
IBM
|
$234K |
| 5 |
CVS Health
CVS
|
$178K |
Sector Composition
| 1 | Technology | 1.15% |
| 2 | Industrials | 0.47% |
| 3 | Financials | 0.31% |
| 4 | Consumer Discretionary | 0.24% |
| 5 | Communication Services | 0.14% |
