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
301
$29.2K 0.02%
+130
302
$28.3K 0.01%
+1,942
303
$27.6K 0.01%
+200
304
$27.5K 0.01%
+3,000
305
$27.3K 0.01%
+65
306
$27.1K 0.01%
+202
307
$26.6K 0.01%
+408
308
$26.1K 0.01%
+100
309
$26K 0.01%
+450
310
$26K 0.01%
+620
311
$25.9K 0.01%
+1,950
312
$25.5K 0.01%
+450
313
$25.5K 0.01%
+15
314
$25.5K 0.01%
+317
315
$25K 0.01%
+887
316
$24.9K 0.01%
+129
317
$24.5K 0.01%
+306
318
$24.5K 0.01%
+190
319
$24.2K 0.01%
+700
320
$24K 0.01%
+823
321
$24K 0.01%
+423
322
$23.6K 0.01%
+104
323
$23.5K 0.01%
+805
324
$23.3K 0.01%
+326
325
$23.3K 0.01%
+325