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
276
$34.6K 0.02%
+1,024
277
$34.6K 0.02%
+3,000
278
$34.3K 0.02%
+138
279
$33.6K 0.02%
+391
280
$33.4K 0.02%
+75
281
$33.2K 0.02%
+603
282
$32.6K 0.02%
+365
283
$32.2K 0.02%
+650
284
$31.1K 0.02%
+1,463
285
$30.9K 0.02%
+551
286
$30.8K 0.02%
+454
287
$30.7K 0.02%
+111
288
$30.5K 0.02%
+65
289
$30.3K 0.02%
+1,281
290
$30.3K 0.02%
+2,000
291
$30.3K 0.02%
+261
292
$30.3K 0.02%
+165
293
$30.2K 0.02%
+625
294
$30.1K 0.02%
+230
295
$29.9K 0.02%
+644
296
$29.9K 0.02%
+1,316
297
$29.8K 0.02%
+595
298
$29.7K 0.02%
+2,865
299
$29.3K 0.02%
+275
300
$29.2K 0.02%
+770
10 11
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