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Home > Institutional Investor > Richardson Capital Management Llc > Profile

Instuitional Investor - Richardson Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Richardson Capital Management Llc
Portfolio Value $102,889,996
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 185 $31,051,502 30.17%
2.
Schwab Strategic Trust
 FNDF 75 $20,828,401 20.24%
3.
Schwab Strategic Trust
 FNDF 240 $17,889,963 17.38%
4.
Schwab Strategic Trust
 FNDF 147 $16,016,668 15.56%
5.
Ishares Trust
 IEF 113 $5,716,365 5.55%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)