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
$192M
AUM Growth
+$814K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$701K
3
+$443K
4
CGSM icon
Capital Group Short Duration Municipal Income ETF
CGSM
+$362K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$334K

Top Sells

1
+$462K
2
+$226K
3
+$207K
4
AMZN icon
Amazon
AMZN
+$109K
5
IBM icon
IBM
IBM
+$95.5K

Sector Composition

1 Technology 20.56%
2 Consumer Discretionary 10.53%
3 Consumer Staples 8.44%
4 Industrials 8.22%
5 Healthcare 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.33K ﹤0.01%
13
477
$1.09K ﹤0.01%
125
478
$1.04K ﹤0.01%
120
479
$939 ﹤0.01%
88
480
$927 ﹤0.01%
90
481
$888 ﹤0.01%
11
482
$879 ﹤0.01%
+18
483
$822 ﹤0.01%
+30
484
$792 ﹤0.01%
100
485
$790 ﹤0.01%
900
486
$699 ﹤0.01%
+19
487
$675 ﹤0.01%
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488
$634 ﹤0.01%
+7
489
$624 ﹤0.01%
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491
$273 ﹤0.01%
+3
492
$270 ﹤0.01%
200
493
$182 ﹤0.01%
85
494
$109 ﹤0.01%
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495
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496
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497
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498
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500
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-225
18 19
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