RFS

Richardson Financial Services Portfolio holdings

AUM $160M
1-Year Est. Return 16.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1 +$889K
2 +$437K
3 +$251K
4
AVGO icon
Broadcom
AVGO
+$221K
5
NVDA icon
NVIDIA
NVDA
+$208K

Top Sells

1 +$968K
2 +$869K
3 +$515K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$418K
5
CRM icon
Salesforce
CRM
+$322K

Sector Composition

1 Technology 13.48%
2 Financials 6.18%
3 Consumer Discretionary 4.58%
4 Communication Services 4.48%
5 Healthcare 3.71%