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
26
$1.53M 0.8%
+5,276
27
$1.52M 0.8%
+41,576
28
$1.5M 0.78%
+8,929
29
$1.49M 0.78%
+5,303
30
$1.46M 0.76%
+4,378
31
$1.43M 0.74%
+22,886
32
$1.42M 0.74%
+4,892
33
$1.4M 0.73%
+13,014
34
$1.39M 0.72%
+2,657
35
$1.38M 0.72%
+8,461
36
$1.32M 0.69%
+3,626
37
$1.29M 0.67%
+34,641
38
$1.27M 0.67%
+14,093
39
$1.27M 0.66%
+26,565
40
$1.24M 0.65%
+6,145
41
$1.24M 0.65%
+9,130
42
$1.2M 0.62%
+14,962
43
$1.15M 0.6%
+44,775
44
$1.13M 0.59%
+28,281
45
$1.12M 0.58%
+5,953
46
$1.11M 0.58%
+4,853
47
$1.05M 0.55%
+16,874
48
$1.05M 0.55%
+11,468
49
$1.04M 0.54%
+6,012
50
$1.02M 0.53%
+6,124
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