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
151
$9.45K 0.01%
+185
152
$8.96K 0.01%
589
153
$8.96K 0.01%
+295
154
$8.92K 0.01%
+80
155
$8.79K 0.01%
+50
156
$8.51K 0.01%
+25
157
$8.46K 0.01%
87
+1
158
$8.38K 0.01%
+50
159
$8.34K 0.01%
+300
160
$8.24K 0.01%
+520
161
$7.86K ﹤0.01%
+140
162
$7.83K ﹤0.01%
215
163
$7.64K ﹤0.01%
+55
164
$7.47K ﹤0.01%
+100
165
$7.45K ﹤0.01%
+20
166
$7.08K ﹤0.01%
+160
167
$6.89K ﹤0.01%
+175
168
$6.79K ﹤0.01%
+45
169
$6.78K ﹤0.01%
+100
170
$6.61K ﹤0.01%
29
171
$6.56K ﹤0.01%
90
172
$6.56K ﹤0.01%
72
173
$6.46K ﹤0.01%
+70
174
$6.39K ﹤0.01%
25
-189
175
$6.26K ﹤0.01%
+60
5 6
7
8 9