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
476
$426 ﹤0.01%
+200
477
$354 ﹤0.01%
+8
478
$315 ﹤0.01%
+85
479
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+15
480
$305 ﹤0.01%
+6
481
$293 ﹤0.01%
+20
482
$278 ﹤0.01%
+45
483
$262 ﹤0.01%
+30
484
$249 ﹤0.01%
+9
485
$241 ﹤0.01%
+7
486
$239 ﹤0.01%
+10
487
$222 ﹤0.01%
+35
488
$197 ﹤0.01%
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489
$196 ﹤0.01%
+225
490
$191 ﹤0.01%
+10
491
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492
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493
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494
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495
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496
$155 ﹤0.01%
+65
497
$133 ﹤0.01%
+110
498
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+40
499
$119 ﹤0.01%
+12
500
$83 ﹤0.01%
+70
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