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
151
$9.32K ﹤0.01%
50
152
$9.23K ﹤0.01%
80
153
$8.83K ﹤0.01%
185
154
$8.83K ﹤0.01%
72
155
$8.82K ﹤0.01%
91
+1
156
$8.8K ﹤0.01%
520
157
$8.68K ﹤0.01%
215
158
$8.67K ﹤0.01%
87
159
$8.44K ﹤0.01%
55
160
$8.42K ﹤0.01%
140
161
$8.22K ﹤0.01%
300
162
$8.14K ﹤0.01%
100
163
$7.91K ﹤0.01%
20
164
$7.63K ﹤0.01%
154
+23
165
$7.4K ﹤0.01%
50
166
$7.15K ﹤0.01%
25
167
$7.1K ﹤0.01%
45
168
$6.9K ﹤0.01%
100
169
$6.89K ﹤0.01%
160
170
$6.7K ﹤0.01%
50
-10
171
$6.56K ﹤0.01%
70
172
$6.42K ﹤0.01%
29
173
$6.07K ﹤0.01%
90
174
$6.01K ﹤0.01%
188
+38
175
$5.99K ﹤0.01%
125
5 6
7
8 9