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
$122M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$26.1M
3
+$22.2M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$12.7M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.63M

Top Sells

1
+$404K
2
+$311K
3
+$253K
4
IBM icon
IBM
IBM
+$223K
5
CVS icon
CVS Health
CVS
+$178K

Sector Composition

1 Technology 1.15%
2 Industrials 0.47%
3 Financials 0.31%
4 Consumer Discretionary 0.24%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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187
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4 5 6 7
8