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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
+7.67%
1 Year Est. Return
+21.14%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$232M
AUM Growth
+$21.3M
(+10%)
Cap. Flow
+$7.96M
Cap. Flow
% of AUM
3.44%
Top 10 Holdings %
Top 10 Hldgs %
35.02%
Holding
218
New
18
Increased
88
Reduced
54
Closed
3
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
+$690K |
| 2 |
Costco
COST
|
+$669K |
| 3 |
L3Harris
LHX
|
+$560K |
| 4 |
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
|
+$414K |
| 5 |
Constellation Energy
CEG
|
+$322K |
Top Sells
| 1 |
Microsoft
MSFT
|
+$241K |
| 2 |
Constellation Brands
STZ
|
+$222K |
| 3 |
United Parcel Service
UPS
|
+$220K |
| 4 |
Twilio
TWLO
|
+$208K |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$179K |
Sector Composition
| 1 | Technology | 23.56% |
| 2 | Consumer Discretionary | 9.94% |
| 3 | Financials | 7.59% |
| 4 | Industrials | 7.4% |
| 5 | Consumer Staples | 7.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Oracle
ORCL
$369B
| $2.06M | 0.89% |
7,327
+49
| +0.7% | +$12.5K |
|
27
Capital Group Growth ETF
CGGR
$24.6B
| $2.06M | 0.89% |
46,893
+5,083
| +12% | +$215K |
|
28
Applied Materials
AMAT
$473B
| $2.01M | 0.87% |
9,811
+87
| +0.9% | +$15.8K |
|
29
Caterpillar
CAT
$430B
| $1.98M | 0.86% |
4,158
+387
| +10% | +$165K |
|
30
Capital Group Core Bond ETF
CGCB
$5.59B
| $1.96M | 0.85% |
73,921
+7,201
| +11% | +$190K |
|
31
Cisco
CSCO
$462B
| $1.92M | 0.83% |
28,063
+273
| +1% | +$18.6K |
|
32
ExxonMobil
XOM
$601B
| $1.65M | 0.71% |
14,611
+562
| +4% | +$62.5K |
|
33
Medtronic
MDT
$102B
| $1.65M | 0.71% |
17,292
-536
| -3% | -$49.3K |
|
34
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $1.62M | 0.7% |
24,893
-1,293
| -5% | -$83.1K |
|
35
Procter & Gamble
PG
$340B
| $1.57M | 0.68% |
10,238
+870
| +9% | +$136K |
|
36
Honeywell
HON
$70.6B
| $1.52M | 0.66% |
7,677
-634
| -8% | -$132K |
|
37
McDonald's
MCD
$191B
| $1.52M | 0.66% |
5,011
+86
| +2% | +$26.2K |
|
38
Walmart Inc
WMT
$905B
| $1.44M | 0.62% |
13,998
-435
| -3% | -$43.3K |
|
39
Morgan Stanley
MS
$359B
| $1.42M | 0.61% |
8,937
+525
| +6% | +$77.5K |
|
40
Verizon
VZ
$177B
| $1.4M | 0.6% |
31,853
-954
| -3% | -$41.3K |
|
41
iShares Core S&P Small-Cap ETF
IJR
$109B
| $1.39M | 0.6% |
11,728
-6
| -0.1% | -$690 |
|
42
Waste Management
WM
$94.1B
| $1.39M | 0.6% |
6,292
-57
| -0.9% | -$12.8K |
|
43
Coca-Cola
KO
$357B
| $1.35M | 0.58% |
20,355
+1,371
| +7% | +$94.4K |
|
44
Merck
MRK
$298B
| $1.35M | 0.58% |
16,063
-226
| -1% | -$18.6K |
|
45
T-Mobile US
TMUS
$203B
| $1.35M | 0.58% |
5,627
+13
| +0.2% | +$3.15K |
|
46
US Bancorp
USB
$96.8B
| $1.32M | 0.57% |
27,233
-42
| -0.2% | -$1.99K |
|
47
Avista
AVA
$3.46B
| $1.31M | 0.56% |
34,589
-2,482
| -7% | -$92.3K |
|
48
Capital Group US Multi-Sector Income ETF
CGMS
$5.19B
| $1.27M | 0.55% |
45,720
-1,084
| -2% | -$30K |
|
49
Capital Group Core Plus Income ETF
CGCP
$8.34B
| $1.24M | 0.54% |
54,651
| – | – |
|
50
AbbVie
ABBV
$432B
| $1.21M | 0.52% |
5,239
+182
| +4% | +$37.1K |
|
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