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
351
$15.1K 0.01%
+120
352
$15K 0.01%
+235
353
$14.9K 0.01%
+62
354
$14.6K 0.01%
+285
355
$14.5K 0.01%
+832
356
$14.4K 0.01%
+250
357
$14.4K 0.01%
+302
358
$14.2K 0.01%
+450
359
$13.9K 0.01%
+400
360
$13.8K 0.01%
+78
361
$13.7K 0.01%
+160
362
$13.4K 0.01%
+147
363
$13.2K 0.01%
+44
364
$12.9K 0.01%
+158
365
$12.7K 0.01%
+60
366
$12.7K 0.01%
+95
367
$12.4K 0.01%
+333
368
$12.2K 0.01%
+1,280
369
$12.1K 0.01%
+111
370
$12K 0.01%
+50
371
$12K 0.01%
+370
372
$11.9K 0.01%
+180
373
$11.5K 0.01%
+100
374
$10.8K 0.01%
+391
375
$10.3K 0.01%
+450
13 14
15
16 17