RCM
Richardson Capital Management Portfolio holdings
AUM
$191M
This Quarter Return
+6.21%
1 Year Return
+13.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+10%)
Cap. Flow
+$5.44M
Cap. Flow
% of AUM
3.8%
Top 10 Holdings %
Top 10 Hldgs %
91.52%
Holding
189
New
4
Increased
32
Reduced
23
Closed
51
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$5.23M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$965K |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$375K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$245K |
| 5 |
Matthews Emerging Markets Discovery Active ETF
MEMS
|
$165K |
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
$449K |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$249K |
| 3 |
iShares Global Tech ETF
IXN
|
$233K |
| 4 |
ARK 21Shares Bitcoin ETF
ARKB
|
$152K |
| 5 |
Generac Holdings
GNRC
|
$76.4K |
Sector Composition
| 1 | Technology | 1.19% |
| 2 | Industrials | 0.34% |
| 3 | Consumer Discretionary | 0.28% |
| 4 | Financials | 0.22% |
| 5 | Communication Services | 0.13% |
