RMP

Richards, Merrill & Peterson Portfolio holdings

AUM $261M
1-Year Est. Return 19.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.32%
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 +$11.4M
2 +$10.7M
3 +$9.46M
4
AMZN icon
Amazon
AMZN
+$7.42M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.59M

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
501
$70 ﹤0.01%
+4
502
$53 ﹤0.01%
+30