RCM
Richardson Capital Management Portfolio holdings
AUM
$191M
This Quarter Return
+11.06%
1 Year Return
+13.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
92.28%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$31.1M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$20.8M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$17.9M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$16M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.72M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Invesco NASDAQ 100 ETF
QQQM
$58.8B
| $2.53K | ﹤0.01% |
+15
| New | +$2.53K |
|
127
First Trust Capital Strength ETF
FTCS
$8.49B
| $2.24K | ﹤0.01% |
+28
| New | +$2.24K |
|
128
Boston Scientific
BSX
$156B
| $1.97K | ﹤0.01% |
+34
| New | +$1.97K |
|
129
Verizon
VZ
$186B
| $1.95K | ﹤0.01% |
+52
| New | +$1.95K |
|
130
Amplify Alternative Harvest ETF
MJ
$208M
| $1.56K | ﹤0.01% |
+484
| New | +$1.56K |
|
131
Boeing
BA
$177B
| $1.3K | ﹤0.01% |
+5
| New | +$1.3K |
|
132
Visa
V
$683B
| $1.3K | ﹤0.01% |
+5
| New | +$1.3K |
|
|
XYZ
133
Block, Inc.
XYZ
$48.5B
| $1.24K | ﹤0.01% |
+16
| New | +$1.24K |
|
134
Unity
U
$16.7B
| $654 | ﹤0.01% |
+16
| New | +$654 |
|