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
376
$10.2K 0.01%
+110
377
$10K 0.01%
+275
378
$9.96K 0.01%
+128
379
$9.88K 0.01%
+167
380
$9.77K 0.01%
+68
381
$9.76K 0.01%
+138
382
$9.51K 0.01%
+220
383
$9.41K ﹤0.01%
+95
384
$9.37K ﹤0.01%
+40
385
$9.32K ﹤0.01%
+50
386
$9.24K ﹤0.01%
+400
387
$9.21K ﹤0.01%
+80
388
$9.16K ﹤0.01%
+204
389
$9.15K ﹤0.01%
+120
390
$9.09K ﹤0.01%
+80
391
$9.06K ﹤0.01%
+159
392
$9.01K ﹤0.01%
+100
393
$8.87K ﹤0.01%
+105
394
$8.86K ﹤0.01%
+87
395
$8.84K ﹤0.01%
+53
396
$8.45K ﹤0.01%
+84
397
$8.39K ﹤0.01%
+500
398
$8.16K ﹤0.01%
+200
399
$8.12K ﹤0.01%
+300
400
$7.99K ﹤0.01%
+70
14 15
16
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