RCM
Richardson Capital Management Portfolio holdings
AUM
$191M
1-Year Return
13.69%
This Quarter Return
+9.73%
1 Year Return
+13.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
+$30.3M
(+19%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
8.5%
Top 10 Holdings %
Top 10 Hldgs %
90.82%
Holding
250
New
5
Increased
32
Reduced
37
Closed
44
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$5.66M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$4.95M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.08M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$1.36M |
| 5 |
Schwab 1000 Index ETF
SCHK
|
$804K |
Top Sells
| 1 |
Apple
AAPL
|
$169K |
| 2 |
NVIDIA
NVDA
|
$149K |
| 3 |
Amazon
AMZN
|
$95K |
| 4 |
Broadcom
AVGO
|
$87.1K |
| 5 |
Tesla
TSLA
|
$82.3K |
Sector Composition
| 1 | Technology | 5.62% |
| 2 | Industrials | 0.61% |
| 3 | Financials | 0.55% |
| 4 | Communication Services | 0.32% |
| 5 | Consumer Discretionary | 0.22% |
