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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$551K
2
+$381K
3
+$318K
4
PRU icon
Prudential Financial
PRU
+$288K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$236K

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.75%
2 Technology 0.42%
3 Industrials 0.36%
4 Healthcare 0.27%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.53K ﹤0.01%
+15
127
$2.24K ﹤0.01%
+28
128
$1.97K ﹤0.01%
+34
129
$1.95K ﹤0.01%
+52
130
$1.56K ﹤0.01%
+40
131
$1.3K ﹤0.01%
+5
132
$1.3K ﹤0.01%
+5
133
$1.24K ﹤0.01%
+16
134
$654 ﹤0.01%
+16
2 3 4 5
6