RMP
Richards, Merrill & Peterson Portfolio holdings
AUM
$273M
1-Year Est. Return
21.14%
This Fund
S&P 500
1 Year Est. Return
+21.14%
AUM
$261M
AUM Growth
+$29.3M
(+13%)
Holding
280
Top Buys
| 1 | +$1.36M | |
| 2 | +$1.05M | |
| 3 | +$1.01M | |
| 4 |
NVIDIA
NVDA
|
+$908K |
| 5 |
Capital Group Short Duration Income ETF
CGSD
|
+$889K |
Top Sells
| 1 | +$402K | |
| 2 | +$313K | |
| 3 | +$278K | |
| 4 |
Air Products & Chemicals
APD
|
+$271K |
| 5 |
Landstar System
LSTR
|
+$270K |
Sector Composition
| 1 | Technology | 22.82% |
| 2 | Consumer Discretionary | 8.93% |
| 3 | Financials | 7.53% |
| 4 | Healthcare | 7.34% |
| 5 | Communication Services | 7.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Chipotle Mexican Grill
CMG
$45.4B
| – | – |
-6,341
|
|
||
277
Dick's Sporting Goods
DKS
$20.3B
| – | – |
-998
|
|
||
278
Kimberly-Clark
KMB
$32.4B
| – | – |
-1,646
|
|
||
279
Kroger
KR
$42B
| – | – |
-4,650
|
|
||
|
280
Landstar System
LSTR
$6.13B
| – | – |
-2,203
|
|