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
251
$50.4K 0.03%
1,000
252
$49.4K 0.03%
680
253
$49K 0.03%
450
254
$48.9K 0.03%
232
+230
255
$48.8K 0.03%
+1,947
256
$48.7K 0.03%
1,922
257
$47.6K 0.02%
1,289
+70
258
$45.3K 0.02%
91
+2
259
$44.9K 0.02%
121
+5
260
$44.1K 0.02%
622
+83
261
$43K 0.02%
+500
262
$42.4K 0.02%
530
263
$42.4K 0.02%
780
+50
264
$42.3K 0.02%
1,833
265
$42.2K 0.02%
1,885
266
$42.1K 0.02%
4,115
+1,250
267
$41.6K 0.02%
365
268
$41.3K 0.02%
1,783
269
$41K 0.02%
514
270
$41K 0.02%
1,981
271
$40.6K 0.02%
700
272
$40.6K 0.02%
1,016
273
$40.1K 0.02%
235
+10
274
$40K 0.02%
147
275
$39.7K 0.02%
1,024
9 10
11
12 13