RMP
Richards, Merrill & Peterson Portfolio holdings
AUM
$210M
This Quarter Return
+3.31%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
–
Cap. Flow
+$191M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.81%
Holding
502
New
502
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$12.1M |
| 2 |
Microsoft
MSFT
|
$10.6M |
| 3 |
Costco
COST
|
$9.34M |
| 4 |
Amazon
AMZN
|
$7.95M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Medifast
MED
$154M
| $70 | ﹤0.01% |
+4
| New | +$70 |
|
502
SurgePays
SURG
$54.1M
| $53 | ﹤0.01% |
+30
| New | +$53 |
|