RMP

Richards, Merrill & Peterson Portfolio holdings

AUM $261M
1-Year Est. Return 19.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.32%
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
+$850K
2
+$694K
3
+$452K
4
CGSM icon
Capital Group Short Duration Municipal Income ETF
CGSM
+$363K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$362K

Top Sells

1
+$475K
2
+$235K
3
+$200K
4
AMZN icon
Amazon
AMZN
+$124K
5
TSLA icon
Tesla
TSLA
+$95.3K

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
301
$30.6K 0.02%
644
302
$30.5K 0.02%
140
-25
303
$30.4K 0.02%
3,000
304
$30.3K 0.02%
1,316
305
$30.2K 0.02%
1,281
306
$30K 0.02%
230
307
$29.9K 0.02%
65
308
$29.3K 0.02%
15
309
$29K 0.02%
275
310
$28.5K 0.01%
399
311
$28.4K 0.01%
770
312
$27.7K 0.01%
1,942
313
$27.2K 0.01%
158
+20
314
$26.5K 0.01%
325
+8
315
$26.3K 0.01%
850
316
$26.3K 0.01%
200
317
$26.3K 0.01%
100
318
$26.2K 0.01%
450
319
$26K 0.01%
887
320
$25.7K 0.01%
823
321
$25.7K 0.01%
260
322
$25.6K 0.01%
309
+3
323
$25.4K 0.01%
135
+40
324
$25.2K 0.01%
376
325
$24.4K 0.01%
409
+1
11 12
13
14 15