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
251
$43.6K 0.02%
+356
252
$42.5K 0.02%
+1,016
253
$42.3K 0.02%
+450
254
$42.3K 0.02%
+1,833
255
$42.2K 0.02%
+1,885
256
$41.9K 0.02%
+300
257
$41.7K 0.02%
+1,981
258
$41.6K 0.02%
+514
259
$41.6K 0.02%
+800
260
$41.5K 0.02%
+1,783
261
$39.8K 0.02%
+225
262
$39.3K 0.02%
+225
263
$39.1K 0.02%
+1,951
264
$38.6K 0.02%
+539
265
$38.5K 0.02%
+510
266
$38.5K 0.02%
+263
267
$37.9K 0.02%
+265
268
$37.8K 0.02%
+675
269
$37.2K 0.02%
+65
270
$36K 0.02%
+700
271
$35.7K 0.02%
+493
272
$35.6K 0.02%
+102
273
$35.3K 0.02%
+1,800
274
$35.2K 0.02%
+528
275
$35K 0.02%
+399
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