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
176
$5.92K ﹤0.01%
60
177
$5.38K ﹤0.01%
45
178
$5.22K ﹤0.01%
213
+1
179
$5.2K ﹤0.01%
160
180
$4.62K ﹤0.01%
34
181
$4.6K ﹤0.01%
1,016
-16
182
$4.59K ﹤0.01%
62
-2
183
$4.54K ﹤0.01%
20
184
$4.38K ﹤0.01%
+1,000
185
$4.36K ﹤0.01%
185
186
$4.09K ﹤0.01%
38
+4
187
$3.65K ﹤0.01%
34
188
$3.63K ﹤0.01%
115
189
$3.61K ﹤0.01%
86
190
$3.51K ﹤0.01%
20
191
$3.35K ﹤0.01%
16
192
$2.92K ﹤0.01%
25
193
$2.74K ﹤0.01%
42
194
$2.1K ﹤0.01%
26
195
$2.04K ﹤0.01%
9
-288
196
$2.01K ﹤0.01%
17
197
$1.99K ﹤0.01%
7
-7
198
$1.83K ﹤0.01%
83
199
$1.75K ﹤0.01%
20
200
$1.38K ﹤0.01%
58
6 7
8
9 10