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
176
$6.23K ﹤0.01%
+125
177
$6.11K ﹤0.01%
+90
178
$5.94K ﹤0.01%
131
-85
179
$5.92K ﹤0.01%
+110
180
$5.77K ﹤0.01%
+45
181
$5.69K ﹤0.01%
+21
182
$5.59K ﹤0.01%
6
+1
183
$5K ﹤0.01%
+212
184
$4.72K ﹤0.01%
64
-14
185
$4.71K ﹤0.01%
+93
186
$4.69K ﹤0.01%
+88
187
$4.69K ﹤0.01%
+160
188
$4.66K ﹤0.01%
185
+2
189
$4.61K ﹤0.01%
+34
190
$4.42K ﹤0.01%
+75
191
$4.25K ﹤0.01%
+150
192
$4.13K ﹤0.01%
+108
193
$3.97K ﹤0.01%
+115
194
$3.94K ﹤0.01%
+27
195
$3.94K ﹤0.01%
+20
196
$3.75K ﹤0.01%
+19
197
$3.57K ﹤0.01%
+37
198
$3.56K ﹤0.01%
+20
199
$3.43K ﹤0.01%
34
200
$3.42K ﹤0.01%
14
6 7
8
9 10