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
276
$39.4K 0.02%
228
+3
277
$39.2K 0.02%
248
278
$38K 0.02%
263
279
$37.7K 0.02%
765
280
$36.4K 0.02%
510
281
$36.4K 0.02%
484
-44
282
$36.1K 0.02%
725
+100
283
$35.9K 0.02%
551
284
$35.5K 0.02%
65
285
$34.4K 0.02%
942
+322
286
$34.1K 0.02%
89
+14
287
$34.1K 0.02%
+450
288
$34K 0.02%
1,200
+1,000
289
$33.7K 0.02%
3,000
290
$33.5K 0.02%
1,800
291
$33.4K 0.02%
167
292
$33.1K 0.02%
234
-31
293
$32.3K 0.02%
650
294
$32.2K 0.02%
+156
295
$32.1K 0.02%
220
+100
296
$32.1K 0.02%
595
297
$32K 0.02%
102
298
$31.7K 0.02%
105
-6
299
$31.4K 0.02%
1,463
300
$31.4K 0.02%
603
10 11
12
13 14