RMP

Richards, Merrill & Peterson Portfolio holdings

AUM $261M
1-Year Est. Return 19.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.32%
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 Buys

1
+$850K
2
+$694K
3
+$452K
4
CGSM icon
Capital Group Short Duration Municipal Income ETF
CGSM
+$363K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$362K

Top Sells

1
+$475K
2
+$235K
3
+$200K
4
AMZN icon
Amazon
AMZN
+$124K
5
TSLA icon
Tesla
TSLA
+$95.3K

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
376
$13.2K 0.01%
1,280
377
$13.1K 0.01%
105
+35
378
$12.9K 0.01%
111
379
$12.9K 0.01%
227
380
$12.3K 0.01%
110
381
$12.2K 0.01%
169
+11
382
$12.1K 0.01%
60
383
$12.1K 0.01%
+125
384
$12K 0.01%
91
+16
385
$11.9K 0.01%
400
386
$11.2K 0.01%
78
387
$11K 0.01%
285
388
$11K 0.01%
+200
389
$10.8K 0.01%
391
390
$10.6K 0.01%
53
391
$10.6K 0.01%
370
392
$10.5K 0.01%
+29
393
$10.4K 0.01%
167
394
$10.2K 0.01%
128
395
$10K 0.01%
68
396
$10K 0.01%
159
397
$9.91K 0.01%
138
398
$9.87K 0.01%
+100
399
$9.76K 0.01%
+368
400
$9.74K 0.01%
220
14 15
16
17 18