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
426
$4.92K ﹤0.01%
+200
427
$4.78K ﹤0.01%
+94
428
$4.78K ﹤0.01%
+90
429
$4.63K ﹤0.01%
+22
430
$4.6K ﹤0.01%
+85
431
$4.49K ﹤0.01%
+77
432
$4.27K ﹤0.01%
+166
433
$4.12K ﹤0.01%
+442
434
$4.12K ﹤0.01%
+60
435
$3.98K ﹤0.01%
+8
436
$3.95K ﹤0.01%
+21
437
$3.91K ﹤0.01%
+24
438
$3.84K ﹤0.01%
+45
439
$3.69K ﹤0.01%
+45
440
$3.62K ﹤0.01%
+284
441
$3.58K ﹤0.01%
+170
442
$3.47K ﹤0.01%
+23
443
$3.47K ﹤0.01%
+175
444
$3.41K ﹤0.01%
+100
445
$3.33K ﹤0.01%
+200
446
$3.29K ﹤0.01%
+25
447
$3.14K ﹤0.01%
+84
448
$3.11K ﹤0.01%
+975
449
$3.05K ﹤0.01%
+100
450
$2.92K ﹤0.01%
+37
16 17
18
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