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
401
$7.59K ﹤0.01%
+181
402
$7.48K ﹤0.01%
+300
403
$7.47K ﹤0.01%
+95
404
$7.46K ﹤0.01%
+400
405
$7.42K ﹤0.01%
+150
406
$7.38K ﹤0.01%
+7
407
$7.25K ﹤0.01%
+18
408
$6.59K ﹤0.01%
+325
409
$6.36K ﹤0.01%
+75
410
$6.34K ﹤0.01%
+32
411
$6.29K ﹤0.01%
+1,403
412
$6.24K ﹤0.01%
+30
413
$6.23K ﹤0.01%
+203
414
$6.03K ﹤0.01%
+35
415
$5.93K ﹤0.01%
+150
416
$5.93K ﹤0.01%
+350
417
$5.5K ﹤0.01%
+700
418
$5.39K ﹤0.01%
+100
419
$5.37K ﹤0.01%
+266
420
$5.27K ﹤0.01%
+200
421
$5.18K ﹤0.01%
+60
422
$5.18K ﹤0.01%
+3
423
$5.12K ﹤0.01%
+187
424
$5.01K ﹤0.01%
+300
425
$4.96K ﹤0.01%
+250
15 16
17
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