RMP

Richards, Merrill & Peterson Portfolio holdings

AUM $273M
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$669K
3
+$560K
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$414K
5
CEG icon
Constellation Energy
CEG
+$322K

Top Sells

1
+$241K
2
+$222K
3
+$220K
4
TWLO icon
Twilio
TWLO
+$208K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$179K

Sector Composition

1 Technology 23.56%
2 Consumer Discretionary 9.94%
3 Financials 7.59%
4 Industrials 7.4%
5 Consumer Staples 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.52%
4,424
-168
52
$1.16M 0.5%
3,521
+412
53
$1.13M 0.49%
6,620
+448
54
$1.08M 0.47%
8,231
+644
55
$1.05M 0.45%
3,196
+997
56
$1.04M 0.45%
6,271
+357
57
$1.03M 0.44%
7,676
-36
58
$1.02M 0.44%
5,394
+445
59
$1.01M 0.44%
2,937
-74
60
$1.01M 0.44%
870
+29
61
$1.01M 0.44%
4,282
-184
62
$1.01M 0.43%
5,483
-7
63
$994K 0.43%
4,193
+26
64
$975K 0.42%
3,740
+3
65
$966K 0.42%
6,852
+300
66
$960K 0.41%
4,069
-315
67
$950K 0.41%
16,710
-30
68
$949K 0.41%
4,661
+495
69
$944K 0.41%
9,958
+229
70
$925K 0.4%
4,103
-171
71
$909K 0.39%
10,129
+2,025
72
$897K 0.39%
4,838
-8
73
$896K 0.39%
10,590
-721
74
$887K 0.38%
5,303
+1,093
75
$884K 0.38%
6,245
-1,297
1 2
3
4 5