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
$192M
AUM Growth
+$814K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Sells

1 +$462K
2 +$226K
3 +$207K
4
AMZN icon
Amazon
AMZN
+$109K
5
IBM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$24.3K 0.01%
260
+100
327
$24.3K 0.01%
1,950
328
$23.8K 0.01%
104
329
$23.6K 0.01%
202
330
$23.6K 0.01%
326
331
$23.3K 0.01%
325
332
$23.2K 0.01%
700
333
$23.2K 0.01%
190
334
$22.9K 0.01%
261
335
$22.7K 0.01%
129
336
$21.4K 0.01%
450
337
$21K 0.01%
160
338
$20.6K 0.01%
172
339
$20.5K 0.01%
246
340
$20.4K 0.01%
+300
341
$19.8K 0.01%
700
-105
342
$19.6K 0.01%
223
343
$19.3K 0.01%
774
344
$19.2K 0.01%
172
345
$18.8K 0.01%
268
-225
346
$18.6K 0.01%
125
347
$18.4K 0.01%
+295
348
$17.9K 0.01%
5,000
349
$17.6K 0.01%
200
350
$17.5K 0.01%
646