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RMP
Richards, Merrill & Peterson Portfolio holdings
AUM
$273M
1-Year Est. Return
21.14%
This Fund
S&P 500
This Quarter
Est. Return
+3.31%
1 Year Est. Return
+21.14%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$191M
AUM Growth
–
Cap. Flow
+$193M
Cap. Flow
% of AUM
100.9%
Top 10 Holdings %
Top 10 Hldgs %
34.81%
Holding
502
New
502
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$11.4M |
| 2 |
Microsoft
MSFT
|
+$10.7M |
| 3 |
Costco
COST
|
+$9.46M |
| 4 |
Amazon
AMZN
|
+$7.42M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$6.59M |
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 | |
|---|---|---|---|---|---|---|
26
Air Products & Chemicals
APD
$66.7B
| $1.53M | 0.8% |
+5,276
| New | +$1.66M |
|
27
Avista
AVA
$3.46B
| $1.52M | 0.8% |
+41,576
| New | +$1.56M |
|
28
Procter & Gamble
PG
$340B
| $1.5M | 0.78% |
+8,929
| New | +$1.52M |
|
29
FedEx
FDX
$74.8B
| $1.49M | 0.78% |
+5,303
| New | +$1.48M |
|
30
Salesforce
CRM
$137B
| $1.46M | 0.76% |
+4,378
| New | +$1.4M |
|
31
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $1.43M | 0.74% |
+22,886
| New | +$1.47M |
|
32
McDonald's
MCD
$191B
| $1.42M | 0.74% |
+4,892
| New | +$1.46M |
|
33
ExxonMobil
XOM
$601B
| $1.4M | 0.73% |
+13,014
| New | +$1.52M |
|
34
Intuitive Surgical
ISRG
$134B
| $1.39M | 0.72% |
+2,657
| New | +$1.38M |
|
35
Applied Materials
AMAT
$473B
| $1.38M | 0.72% |
+8,461
| New | +$1.53M |
|
36
Caterpillar
CAT
$430B
| $1.32M | 0.69% |
+3,626
| New | +$1.41M |
|
37
Capital Group Growth ETF
CGGR
$24.6B
| $1.29M | 0.67% |
+34,641
| New | +$1.27M |
|
38
Walmart Inc
WMT
$905B
| $1.27M | 0.67% |
+14,093
| New | +$1.22M |
|
39
US Bancorp
USB
$96.8B
| $1.27M | 0.66% |
+26,565
| New | +$1.31M |
|
40
Waste Management
WM
$94.1B
| $1.24M | 0.65% |
+6,145
| New | +$1.32M |
|
41
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.25B
| $1.24M | 0.65% |
+9,130
| New | +$1.29M |
|
42
Medtronic
MDT
$102B
| $1.2M | 0.62% |
+14,962
| New | +$1.3M |
|
43
Capital Group Core Bond ETF
CGCB
$5.59B
| $1.15M | 0.6% |
+44,775
| New | +$1.18M |
|
44
Verizon
VZ
$177B
| $1.13M | 0.59% |
+28,281
| New | +$1.19M |
|
45
Texas Instruments
TXN
$278B
| $1.12M | 0.58% |
+5,953
| New | +$1.19M |
|
46
Union Pacific
UNP
$171B
| $1.11M | 0.58% |
+4,853
| New | +$1.15M |
|
47
Coca-Cola
KO
$357B
| $1.05M | 0.55% |
+16,874
| New | +$1.1M |
|
48
Starbucks
SBUX
$121B
| $1.05M | 0.55% |
+11,468
| New | +$1.11M |
|
49
Blackstone
BX
$152B
| $1.04M | 0.54% |
+6,012
| New | +$1.05M |
|
50
Oracle
ORCL
$369B
| $1.02M | 0.53% |
+6,124
| New | +$1.09M |
|
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