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
$122M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$27.5M
3
+$23.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$13.6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.04M

Top Sells

1
+$404K
2
+$311K
3
+$253K
4
IBM icon
IBM
IBM
+$234K
5
CVS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.3K 0.02%
+190
102
$21.3K 0.02%
+739
103
$20.7K 0.02%
+575
104
$18.8K 0.02%
+115
105
$18.3K 0.01%
+650
106
$16.6K 0.01%
136
+16
107
$16.2K 0.01%
+325
108
$15.8K 0.01%
+250
109
$15K 0.01%
220
110
$14.9K 0.01%
+100
111
$13.5K 0.01%
2,500
112
$13.2K 0.01%
350
113
$12.9K 0.01%
+230
114
$12.8K 0.01%
84
115
$12.4K 0.01%
212
+1
116
$12.3K 0.01%
151
+1
117
$12.1K 0.01%
+275
118
$11.8K 0.01%
+1,884
119
$9.84K 0.01%
215
120
$8.8K 0.01%
72
121
$8.79K 0.01%
50
-30
122
$8.22K 0.01%
+72
123
$7.94K 0.01%
109
-730
124
$7.89K 0.01%
180
125
$5.96K ﹤0.01%
56
3 4
5
6 7