RCM

Richardson Capital Management Portfolio holdings

AUM $199M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.88M
3
+$2.79M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.28M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$743K

Top Sells

1
+$166K
2
+$119K
3
+$85.7K
4
TSLA icon
Tesla
TSLA
+$78K
5
AVGO icon
Broadcom
AVGO
+$68.6K

Sector Composition

1 Technology 5.62%
2 Industrials 0.61%
3 Financials 0.55%
4 Communication Services 0.32%
5 Consumer Discretionary 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28.4K 0.01%
600
102
$27.7K 0.01%
436
+10
103
$27.6K 0.01%
55
-9
104
$25.5K 0.01%
225
105
$24.7K 0.01%
113
106
$24.6K 0.01%
500
107
$24.3K 0.01%
100
108
$24.2K 0.01%
105
109
$22.4K 0.01%
506
+7
110
$22K 0.01%
245
111
$21.1K 0.01%
264
112
$20.8K 0.01%
436
113
$20.2K 0.01%
200
114
$19.8K 0.01%
156
115
$19.4K 0.01%
135
116
$19.1K 0.01%
181
117
$19K 0.01%
88
118
$18.8K 0.01%
208
+1
119
$18K 0.01%
739
120
$17.5K 0.01%
+290
121
$17K 0.01%
185
122
$16.6K 0.01%
265
123
$16.5K 0.01%
30
124
$15.4K 0.01%
582
125
$15.4K 0.01%
200
3 4
5
6 7