RCM

Richardson Capital Management Portfolio holdings

AUM $210M
1-Year Est. Return 15.12%
This Quarter Est. Return
1 Year Est. Return
+15.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$1.08M
3
+$330K
4
JPM icon
JPMorgan Chase
JPM
+$263K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$250K

Top Sells

1
+$213K
2
+$66.9K
3
+$52.9K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$48.3K
5
AHR icon
American Healthcare REIT
AHR
+$28.8K

Sector Composition

1 Technology 5.01%
2 Industrials 0.64%
3 Financials 0.56%
4 Communication Services 0.32%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28K 0.02%
179
+95
102
$26.1K 0.02%
261
103
$25.7K 0.02%
245
104
$25.1K 0.02%
426
105
$25K 0.02%
600
106
$24.8K 0.02%
105
107
$24.2K 0.02%
+100
108
$24.2K 0.02%
64
+44
109
$23.4K 0.01%
116
110
$22.9K 0.01%
500
111
$22.7K 0.01%
225
112
$21K 0.01%
+200
113
$20.7K 0.01%
264
114
$20.3K 0.01%
+582
115
$19.5K 0.01%
499
+391
116
$19.5K 0.01%
+399
117
$18.1K 0.01%
185
118
$17.5K 0.01%
88
-1
119
$17.2K 0.01%
207
+5
120
$16.2K 0.01%
+78
121
$16.1K 0.01%
350
122
$15.9K 0.01%
436
123
$15.8K 0.01%
+265
124
$15.8K 0.01%
113
+90
125
$15.6K 0.01%
+77
3 4
5
6 7