RMP

Richards, Merrill & Peterson Portfolio holdings

AUM $273M
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.63M
3 +$1.35M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.11M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$957K

Top Sells

1 +$811K
2 +$422K
3 +$310K
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$300K
5
OMC icon
Omnicom Group
OMC
+$295K

Sector Composition

1 Technology 21%
2 Consumer Discretionary 8.55%
3 Industrials 7.41%
4 Consumer Staples 7.02%
5 Healthcare 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
INTC icon
226
Intel
INTC
$576B
$54.1K 0.02%
1,225
+125
GM icon
227
General Motors
GM
$75.1B
$53.3K 0.02%
715
VUG icon
228
Vanguard Growth ETF
VUG
$231B
$52.9K 0.02%
726
JPEM icon
229
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$388M
$52.6K 0.02%
+846
FLQM icon
230
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.56B
$52.1K 0.02%
+949
IEF icon
231
iShares 7-10 Year Treasury Bond ETF
IEF
$48.1B
$47.6K 0.02%
499
CMCSA icon
232
Comcast
CMCSA
$88.8B
$46.8K 0.02%
1,629
-640
RSP icon
233
Invesco S&P 500 Equal Weight ETF
RSP
$88.7B
$44.4K 0.02%
231
+1
BSJR icon
234
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$839M
$42.2K 0.02%
1,885
XLK icon
235
State Street Technology Select Sector SPDR ETF
XLK
$124B
$41.5K 0.02%
312
BSJQ icon
236
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.05B
$41.3K 0.02%
1,783
IMCG icon
237
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.75B
$40.2K 0.01%
510
IXN icon
238
iShares Global Tech ETF
IXN
$9.17B
$40K 0.01%
400
FNDX icon
239
Schwab Fundamental US Large Company Index ETF
FNDX
$25.4B
$35.7K 0.01%
1,281
DFAI icon
240
Dimensional International Core Equity Market ETF
DFAI
$16.5B
$33K 0.01%
846
+2
XLV icon
241
State Street Health Care Select Sector SPDR ETF
XLV
$38.5B
$32.3K 0.01%
220
LUV icon
242
Southwest Airlines
LUV
$21B
$31.6K 0.01%
842
PEY icon
243
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.07B
$31.3K 0.01%
1,463
ICLN icon
244
iShares Global Clean Energy ETF
ICLN
$3.15B
$31.1K 0.01%
+1,700
DVY icon
245
iShares Select Dividend ETF
DVY
$22.7B
$30.3K 0.01%
200
VCIT icon
246
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66B
$30.1K 0.01%
363
+2
IWF icon
247
iShares Russell 1000 Growth ETF
IWF
$132B
$29.4K 0.01%
276
+120
IWD icon
248
iShares Russell 1000 Value ETF
IWD
$75.4B
$28.8K 0.01%
135
C icon
249
Citigroup
C
$215B
$27.2K 0.01%
240
PGF icon
250
Invesco Financial Preferred ETF
PGF
$700M
$26.7K 0.01%
1,942