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
$157M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$2.08M
3
+$645K
4
ARKK icon
ARK Innovation ETF
ARKK
+$414K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$407K

Top Sells

1
+$753K
2
+$208K
3
+$84.6K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$67.9K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$63.4K

Sector Composition

1 Technology 6.09%
2 Industrials 0.45%
3 Consumer Discretionary 0.36%
4 Communication Services 0.36%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19.2K 0.01%
325
102
$18.3K 0.01%
436
-1
103
$17.4K 0.01%
+739
104
$16.9K 0.01%
185
-49
105
$16.5K 0.01%
589
106
$16.2K 0.01%
202
+50
107
$16K 0.01%
84
108
$14.3K 0.01%
181
109
$13.2K 0.01%
350
110
$13.1K 0.01%
115
111
$12.1K 0.01%
2,500
112
$9.52K 0.01%
216
-24
113
$9.39K 0.01%
86
-127
114
$8.96K 0.01%
72
115
$8.71K 0.01%
215
116
$8.6K 0.01%
20
117
$8.4K 0.01%
230
118
$8.3K 0.01%
72
119
$6.5K ﹤0.01%
+90
120
$5.87K ﹤0.01%
56
121
$5.69K ﹤0.01%
1,032
+1
122
$5.63K ﹤0.01%
78
123
$5.52K ﹤0.01%
183
+1
124
$5.41K ﹤0.01%
29
125
$5K ﹤0.01%
+211
2 3 4
5
6