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
126
$15.2K 0.01%
350
127
$14.3K 0.01%
105
128
$14.2K 0.01%
187
129
$13.9K 0.01%
90
130
$13.7K 0.01%
115
131
$13.6K 0.01%
75
132
$13.1K 0.01%
70
133
$12.9K 0.01%
250
134
$12.9K 0.01%
39
135
$12.9K 0.01%
385
136
$12.5K 0.01%
230
137
$12.3K 0.01%
589
138
$12K 0.01%
55
139
$11.9K 0.01%
140
140
$11.6K 0.01%
+235
141
$11.1K 0.01%
500
142
$11K 0.01%
135
143
$10.8K 0.01%
125
144
$10.1K 0.01%
37
-135
145
$10K 0.01%
72
146
$9.82K 0.01%
120
147
$9.63K 0.01%
130
148
$9.51K 0.01%
420
149
$9.43K ﹤0.01%
295
150
$9.34K ﹤0.01%
25
4 5
6
7 8