RMP
Richards, Merrill & Peterson Portfolio holdings
AUM
$210M
This Quarter Return
-1.98%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
+$814K
(+0.43%)
Cap. Flow
+$6.86M
Cap. Flow
% of AUM
3.57%
Top 10 Holdings %
Top 10 Hldgs %
33.22%
Holding
536
New
34
Increased
143
Reduced
73
Closed
42
Top Buys
| 1 |
NVIDIA
NVDA
|
+$727K |
| 2 |
PGIM Total Return Bond ETF
PTRB
|
+$701K |
| 3 |
Stryker
SYK
|
+$443K |
| 4 |
Capital Group Short Duration Municipal Income ETF
CGSM
|
+$362K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$334K |
Top Sells
| 1 |
Ethan Allen Interiors
ETD
|
+$462K |
| 2 |
Apple
AAPL
|
+$226K |
| 3 |
Visa
V
|
+$207K |
| 4 |
Amazon
AMZN
|
+$109K |
| 5 |
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% |
