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
351
$17.5K 0.01%
5,386
352
$17.5K 0.01%
+300
353
$17.2K 0.01%
215
354
$17.2K 0.01%
1,533
355
$17K 0.01%
240
356
$16.5K 0.01%
235
357
$16.5K 0.01%
176
358
$16.2K 0.01%
715
-1,236
359
$16.2K 0.01%
120
360
$16.1K 0.01%
333
361
$15.9K 0.01%
925
+475
362
$15.8K 0.01%
240
363
$15.7K 0.01%
230
364
$14.9K 0.01%
95
365
$14.7K 0.01%
100
366
$14.7K 0.01%
49
+5
367
$14.3K 0.01%
250
368
$14.1K 0.01%
235
369
$13.8K 0.01%
302
370
$13.8K 0.01%
204
371
$13.8K 0.01%
147
372
$13.7K 0.01%
62
373
$13.7K 0.01%
180
374
$13.6K 0.01%
832
375
$13.2K 0.01%
50