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
201
$3.4K ﹤0.01%
34
-22
202
$3.28K ﹤0.01%
+25
203
$2.96K ﹤0.01%
1,032
204
$2.9K ﹤0.01%
+16
205
$2.7K ﹤0.01%
+86
206
$2.55K ﹤0.01%
25
-25
207
$2.34K ﹤0.01%
+42
208
$2.12K ﹤0.01%
+26
209
$2.06K ﹤0.01%
+22
210
$1.84K ﹤0.01%
17
211
$1.8K ﹤0.01%
+121
212
$1.78K ﹤0.01%
+15
213
$1.58K ﹤0.01%
+20
214
$1.47K ﹤0.01%
83
215
$1.4K ﹤0.01%
+4
216
$1.38K ﹤0.01%
+1
217
$1.37K ﹤0.01%
+20
218
$1.26K ﹤0.01%
+6
219
$1.1K ﹤0.01%
13
220
$1.05K ﹤0.01%
+2
221
$999 ﹤0.01%
58
222
$963 ﹤0.01%
+23
223
$878 ﹤0.01%
+15
224
$826 ﹤0.01%
+1
225
$760 ﹤0.01%
+18
6 7 8
9
10