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
$192M
AUM Growth
+$814K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$701K
3
+$443K
4
CGSM icon
Capital Group Short Duration Municipal Income ETF
CGSM
+$362K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$334K

Top Sells

1
+$462K
2
+$226K
3
+$207K
4
AMZN icon
Amazon
AMZN
+$109K
5
IBM icon
IBM
IBM
+$95.5K

Sector Composition

1 Technology 20.56%
2 Consumer Discretionary 10.53%
3 Consumer Staples 8.44%
4 Industrials 8.22%
5 Healthcare 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66.6K 0.03%
142
-130
227
$65.7K 0.03%
859
228
$64.8K 0.03%
280
+20
229
$64.7K 0.03%
1,547
-43
230
$63.8K 0.03%
2,622
231
$63.4K 0.03%
900
232
$62.8K 0.03%
1,476
233
$62K 0.03%
215
234
$61.4K 0.03%
1,389
235
$59.6K 0.03%
625
-260
236
$58.7K 0.03%
1,065
237
$58.3K 0.03%
400
+100
238
$58.1K 0.03%
805
+725
239
$58K 0.03%
1,515
240
$57.1K 0.03%
185
+50
241
$56.7K 0.03%
6,900
242
$55.5K 0.03%
196
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243
$55.1K 0.03%
1,871
244
$54.1K 0.03%
422
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245
$53.2K 0.03%
396
246
$52.9K 0.03%
540
247
$51.9K 0.03%
+2,300
248
$51.8K 0.03%
1,600
249
$51.2K 0.03%
8,000
250
$50.7K 0.03%
5,055
-1,000
8 9
10
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