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
$130M
AUM Growth
+$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.33M
3
+$1.24M
4
MEMS icon
Matthews Emerging Markets Discovery Active ETF
MEMS
+$729K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$515K

Top Sells

1
+$216K
2
+$96.4K
3
+$91.9K
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$61.3K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$56K

Sector Composition

1 Technology 1.35%
2 Industrials 0.56%
3 Consumer Discretionary 0.29%
4 Financials 0.29%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.3K 0.02%
62
102
$21.1K 0.02%
+500
103
$20.7K 0.02%
213
-16
104
$20.4K 0.02%
479
-1,438
105
$20.4K 0.02%
90
-102
106
$18.9K 0.01%
575
107
$18.7K 0.01%
190
108
$18.4K 0.01%
+322
109
$18.2K 0.01%
234
110
$17.9K 0.01%
88
-57
111
$17.4K 0.01%
739
112
$16.2K 0.01%
115
113
$15.9K 0.01%
250
114
$15.4K 0.01%
325
115
$15.4K 0.01%
84
116
$15.1K 0.01%
224
+4
117
$14.5K 0.01%
650
118
$13.7K 0.01%
100
119
$13.5K 0.01%
136
120
$13.3K 0.01%
2,500
121
$12.5K 0.01%
214
+2
122
$12.3K 0.01%
152
+1
123
$12.1K 0.01%
350
124
$12K 0.01%
+181
125
$11.7K 0.01%
+123
3 4
5
6 7