RMP

Richards, Merrill & Peterson Portfolio holdings

AUM $232M
1-Year Est. Return 20.17%
This Quarter Est. Return
1 Year Est. Return
+20.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.6M
3
+$9.34M
4
AMZN icon
Amazon
AMZN
+$7.95M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.06%
2 Consumer Discretionary 11.72%
3 Industrials 8.51%
4 Consumer Staples 8.25%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$61K 0.03%
+1,590
227
$60.5K 0.03%
+540
228
$60.4K 0.03%
+1,871
229
$59.9K 0.03%
+6,055
230
$59K 0.03%
+1,065
231
$58.8K 0.03%
+900
232
$57.9K 0.03%
+1,108
233
$56.9K 0.03%
+235
234
$56.2K 0.03%
+1,515
235
$55.9K 0.03%
+260
236
$52K 0.03%
+396
237
$51K 0.03%
+1,922
238
$50.2K 0.03%
+1,000
239
$49.5K 0.03%
+765
240
$49.1K 0.03%
+680
241
$48.8K 0.03%
+1,600
242
$48.8K 0.03%
+147
243
$47.9K 0.03%
+530
244
$47.7K 0.02%
+2,605
245
$47.6K 0.02%
+116
246
$46.4K 0.02%
+135
247
$46.3K 0.02%
+89
248
$46.3K 0.02%
+167
249
$45.9K 0.02%
+248
250
$45.7K 0.02%
+1,219
8 9
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