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
51
$1.02M 0.53%
+8,853
52
$994K 0.52%
+2,825
53
$984K 0.51%
+1,945
54
$968K 0.51%
+7,810
55
$950K 0.5%
+4,302
56
$903K 0.47%
+3,560
57
$884K 0.46%
+4,974
58
$853K 0.45%
+30,330
59
$852K 0.45%
+16,060
60
$851K 0.44%
+20,785
61
$822K 0.43%
+801
62
$810K 0.42%
+36,466
63
$785K 0.41%
+5,107
64
$781K 0.41%
+6,118
65
$779K 0.41%
+6,200
66
$768K 0.4%
+1,902
67
$740K 0.39%
+27,135
68
$738K 0.39%
+8,962
69
$727K 0.38%
+6,426
70
$710K 0.37%
+9,291
71
$709K 0.37%
+5,072
72
$704K 0.37%
+4,557
73
$659K 0.34%
+8,715
74
$658K 0.34%
+6,636
75
$653K 0.34%
+4,516
1 2
3
4 5