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RMP

Richards, Merrill & Peterson Portfolio holdings

AUM $273M
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
-0.52%
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
+$18.6M
Cap. Flow %
6.81%
Top 10 Hldgs %
32.33%
Holding
295
New
22
Increased
123
Reduced
62
Closed
12

Top Buys

1
MSFT icon
Microsoft
MSFT
+$1.99M
2
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$1.63M
3
AMZN icon
Amazon
AMZN
+$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
CVX icon
Chevron
CVX
+$811K
2
QCOM icon
Qualcomm
QCOM
+$422K
3
SLV icon
iShares Silver Trust
SLV
+$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
$518B
$54.1K 0.02%
1,225
+125
+11% +$5.73K
GM icon
227
General Motors
GM
$69.2B
$53.3K 0.02%
715
– –
VUG icon
228
Vanguard Growth ETF
VUG
$223B
$52.9K 0.02%
726
– –
JPEM icon
229
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$377M
$52.6K 0.02%
+846
New +$54K
FLQM icon
230
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.56B
$52.1K 0.02%
+949
New +$54.1K
IEF icon
231
iShares 7-10 Year Treasury Bond ETF
IEF
$46.8B
$47.6K 0.02%
499
– –
CMCSA icon
232
Comcast
CMCSA
$85.6B
$46.8K 0.02%
1,629
-640
-28% -$19.2K
RSP icon
233
Invesco S&P 500 Equal Weight ETF
RSP
$96.8B
$44.4K 0.02%
231
+1
+0.4% +$198
BSJR icon
234
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$853M
$42.2K 0.02%
1,885
– –
XLK icon
235
State Street Technology Select Sector SPDR ETF
XLK
$118B
$41.5K 0.02%
312
– –
BSJQ icon
236
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$911M
$41.3K 0.02%
1,783
– –
IMCG icon
237
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.94B
$40.2K 0.01%
510
– –
IXN icon
238
iShares Global Tech ETF
IXN
$8.92B
$40K 0.01%
400
– –
FNDX icon
239
Schwab Fundamental US Large Company Index ETF
FNDX
$26.3B
$35.7K 0.01%
1,281
– –
DFAI
240
DELISTED
Dimensional International Core Equity Market ETF
DFAI
$33K 0.01%
846
+2
+0.2% +$80
XLV icon
241
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$32.3K 0.01%
220
– –
LUV icon
242
Southwest Airlines
LUV
$23.4B
$31.6K 0.01%
842
– –
PEY icon
243
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.12B
$31.3K 0.01%
1,463
– –
ICLN icon
244
iShares Global Clean Energy ETF
ICLN
$2.51B
$31.1K 0.01%
+1,700
New +$31K
DVY icon
245
iShares Select Dividend ETF
DVY
$23.6B
$30.3K 0.01%
200
– –
VCIT icon
246
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$30.1K 0.01%
363
+2
+0.6% +$167
IWF icon
247
iShares Russell 1000 Growth ETF
IWF
$126B
$29.4K 0.01%
276
+120
+77% +$13.6K
IWD icon
248
iShares Russell 1000 Value ETF
IWD
$81.8B
$28.8K 0.01%
135
– –
C icon
249
Citigroup
C
$240B
$27.2K 0.01%
240
– –
PGF icon
250
Invesco Financial Preferred ETF
PGF
$686M
$26.7K 0.01%
1,942
– –
8 9
10
11 12

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