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
151
$4.14K ﹤0.01%
+717
152
$4.08K ﹤0.01%
+10
153
$3.64K ﹤0.01%
1,031
154
$3.51K ﹤0.01%
+24
155
$3.37K ﹤0.01%
+5
156
$3.33K ﹤0.01%
+6
157
$3.31K ﹤0.01%
+13
158
$3.29K ﹤0.01%
+2
159
$3.25K ﹤0.01%
+23
160
$3.21K ﹤0.01%
14
161
$3.14K ﹤0.01%
+14
162
$2.98K ﹤0.01%
+56
163
$2.98K ﹤0.01%
+5
164
$2.96K ﹤0.01%
+32
165
$2.73K ﹤0.01%
+9
166
$2.72K ﹤0.01%
+8
167
$2.63K ﹤0.01%
+89
168
$2.63K ﹤0.01%
+10
169
$2.62K ﹤0.01%
34
170
$2.6K ﹤0.01%
+39
171
$2.56K ﹤0.01%
+47
172
$2.5K ﹤0.01%
+53
173
$2.46K ﹤0.01%
+12
174
$1.87K ﹤0.01%
17
175
$1.86K ﹤0.01%
+99
4 5 6
7
8