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
126
$15.3K 0.01%
739
127
$14.5K 0.01%
181
128
$14.3K 0.01%
+30
129
$14.2K 0.01%
+187
130
$14.2K 0.01%
115
131
$13.9K 0.01%
+105
132
$13.9K 0.01%
+90
133
$13.7K 0.01%
+70
134
$13.4K 0.01%
+55
135
$13.3K 0.01%
+135
136
$13.1K 0.01%
+200
137
$12.9K 0.01%
+75
138
$12.8K 0.01%
+39
139
$11.7K 0.01%
+120
140
$11.7K 0.01%
2,500
141
$11.7K 0.01%
+250
142
$11K 0.01%
+385
143
$10.8K 0.01%
+135
144
$10.6K 0.01%
72
145
$10.5K 0.01%
+130
146
$10.2K 0.01%
+235
147
$9.94K 0.01%
+140
148
$9.69K 0.01%
230
149
$9.64K 0.01%
+125
150
$9.5K 0.01%
+420
4 5
6
7 8