RCM
Richardson Capital Management Portfolio holdings
AUM
$191M
This Quarter Return
+2.06%
1 Year Return
+13.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(+9.8%)
Cap. Flow
+$95.3M
Cap. Flow
% of AUM
60.59%
Top 10 Holdings %
Top 10 Hldgs %
90.51%
Holding
150
New
12
Increased
37
Reduced
20
Closed
8
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$27.5M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$25.6M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$21.7M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$8.69M |
| 5 |
NVIDIA
NVDA
|
$7.75M |
Top Sells
| 1 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
$73.2K |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$63.4K |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$55.7K |
| 4 |
FTC Solar
FTCI
|
$51.1K |
| 5 |
Fidelity Total Bond ETF
FBND
|
$45.6K |
Sector Composition
| 1 | Technology | 6.09% |
| 2 | Industrials | 0.45% |
| 3 | Consumer Discretionary | 0.36% |
| 4 | Communication Services | 0.36% |
| 5 | Financials | 0.34% |
