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
$130M
AUM Growth
+$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.33M
3
+$1.24M
4
MEMS icon
Matthews Emerging Markets Discovery Active ETF
MEMS
+$729K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$515K

Top Sells

1
+$216K
2
+$96.4K
3
+$91.9K
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$61.3K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$56K

Sector Composition

1 Technology 1.35%
2 Industrials 0.56%
3 Consumer Discretionary 0.29%
4 Financials 0.29%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.6K 0.01%
+119
127
$10.8K 0.01%
230
128
$10.3K 0.01%
215
129
$9.93K 0.01%
72
130
$9.58K 0.01%
+90
131
$9.3K 0.01%
72
132
$9.1K 0.01%
20
-119
133
$8.52K 0.01%
275
134
$7.95K 0.01%
110
+1
135
$7.25K 0.01%
51
136
$6.08K ﹤0.01%
181
+1
137
$5.92K ﹤0.01%
310
138
$5.82K ﹤0.01%
+334
139
$5.76K ﹤0.01%
56
140
$5.72K ﹤0.01%
200
141
$4.99K ﹤0.01%
+64
142
$4.79K ﹤0.01%
29
143
$4.66K ﹤0.01%
+50
144
$4.59K ﹤0.01%
+63
145
$4.46K ﹤0.01%
+29
146
$4.46K ﹤0.01%
+10
147
$4.46K ﹤0.01%
108
148
$4.44K ﹤0.01%
+22
149
$4.25K ﹤0.01%
+264
150
$4.19K ﹤0.01%
+64
4 5
6
7 8