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
326
$23.2K 0.01%
+5,386
327
$22.8K 0.01%
+600
328
$22.7K 0.01%
+172
329
$22.4K 0.01%
+850
330
$21.2K 0.01%
+246
331
$21.1K 0.01%
+160
332
$20.9K 0.01%
+774
333
$20.4K 0.01%
+223
334
$18.7K 0.01%
+125
335
$18.5K 0.01%
+200
336
$18.4K 0.01%
+225
337
$18.1K 0.01%
+646
338
$17.9K 0.01%
+230
339
$17.6K 0.01%
+95
340
$17.5K 0.01%
+235
341
$17.3K 0.01%
+1,533
342
$17K 0.01%
+215
343
$17K 0.01%
+240
344
$16.9K 0.01%
+240
345
$16.7K 0.01%
+172
346
$16.7K 0.01%
+176
347
$16.5K 0.01%
+120
348
$16.2K 0.01%
+100
349
$15.8K 0.01%
+5,000
350
$15.7K 0.01%
+227