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
451
$2.9K ﹤0.01%
+225
452
$2.63K ﹤0.01%
+8
453
$2.5K ﹤0.01%
+75
454
$2.42K ﹤0.01%
+100
455
$2.29K ﹤0.01%
+187
456
$2.12K ﹤0.01%
+234
457
$1.86K ﹤0.01%
+27
458
$1.84K ﹤0.01%
+900
459
$1.58K ﹤0.01%
+10
460
$1.53K ﹤0.01%
+100
461
$1.49K ﹤0.01%
+120
462
$1.39K ﹤0.01%
+20
463
$1.35K ﹤0.01%
+125
464
$1.34K ﹤0.01%
+13
465
$1.32K ﹤0.01%
+88
466
$1.14K ﹤0.01%
+90
467
$893 ﹤0.01%
+58
468
$860 ﹤0.01%
+11
469
$731 ﹤0.01%
+1,957
470
$657 ﹤0.01%
+13
471
$519 ﹤0.01%
+15
472
$499 ﹤0.01%
+25
473
$481 ﹤0.01%
+20
474
$476 ﹤0.01%
+18
475
$471 ﹤0.01%
+2
17 18
19
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