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
$210M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$909K
3
+$859K
4
AMZN icon
Amazon
AMZN
+$611K
5
INCM icon
Franklin Income Focus ETF
INCM
+$584K

Top Sells

1
+$211K
2
+$192K
3
+$188K
4
PKG icon
Packaging Corp of America
PKG
+$187K
5
DOV icon
Dover
DOV
+$176K

Sector Composition

1 Technology 23.22%
2 Consumer Discretionary 10.13%
3 Consumer Staples 7.89%
4 Financials 7.75%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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