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RMP
Richards, Merrill & Peterson Portfolio holdings
AUM
$273M
1-Year Est. Return
21.14%
This Fund
S&P 500
This Quarter
Est. Return
+7.67%
1 Year Est. Return
+21.14%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$232M
AUM Growth
+$21.3M
(+10%)
Cap. Flow
+$7.96M
Cap. Flow
% of AUM
3.44%
Top 10 Holdings %
Top 10 Hldgs %
35.02%
Holding
218
New
18
Increased
88
Reduced
54
Closed
3
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
+$690K |
| 2 |
Costco
COST
|
+$669K |
| 3 |
L3Harris
LHX
|
+$560K |
| 4 |
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
|
+$414K |
| 5 |
Constellation Energy
CEG
|
+$322K |
Top Sells
| 1 |
Microsoft
MSFT
|
+$241K |
| 2 |
Constellation Brands
STZ
|
+$222K |
| 3 |
United Parcel Service
UPS
|
+$220K |
| 4 |
Twilio
TWLO
|
+$208K |
| 5 |
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
Air Products & Chemicals
APD
$66.7B
| $1.21M | 0.52% |
4,424
-168
| -4% | -$48.6K |
|
52
Broadcom
AVGO
$1.85T
| $1.16M | 0.5% |
3,521
+412
| +13% | +$126K |
|
53
Blackstone
BX
$152B
| $1.13M | 0.49% |
6,620
+448
| +7% | +$76.8K |
|
54
Emerson Electric
EMR
$76.2B
| $1.08M | 0.47% |
8,231
+644
| +8% | +$87.8K |
|
|
55
Constellation Energy
CEG
$91.6B
| $1.05M | 0.45% |
3,196
+997
| +45% | +$322K |
|
56
Qualcomm
QCOM
$188B
| $1.04M | 0.45% |
6,271
+357
| +6% | +$56.6K |
|
57
Abbott
ABT
$155B
| $1.03M | 0.44% |
7,676
-36
| -0.5% | -$4.73K |
|
58
Leidos
LDOS
$13.4B
| $1.02M | 0.44% |
5,394
+445
| +9% | +$77.5K |
|
59
UnitedHealth
UNH
$386B
| $1.01M | 0.44% |
2,937
-74
| -2% | -$22.4K |
|
60
Blackrock
BLK
$159B
| $1.01M | 0.44% |
870
+29
| +3% | +$32.4K |
|
61
Union Pacific
UNP
$171B
| $1.01M | 0.44% |
4,282
-184
| -4% | -$41.5K |
|
62
Texas Instruments
TXN
$278B
| $1.01M | 0.43% |
5,483
-7
| -0.1% | -$1.37K |
|
63
Salesforce
CRM
$137B
| $994K | 0.43% |
4,193
+26
| +0.6% | +$6.56K |
|
64
Illinois Tool Works
ITW
$78.3B
| $975K | 0.42% |
3,740
+3
| +0.1% | +$782 |
|
65
Vanguard High Dividend Yield ETF
VYM
$80B
| $966K | 0.42% |
6,852
+300
| +5% | +$41.2K |
|
66
FedEx
FDX
$74.8B
| $960K | 0.41% |
4,069
-315
| -7% | -$72.6K |
|
67
Tractor Supply
TSCO
$16B
| $950K | 0.41% |
16,710
-30
| -0.2% | -$1.77K |
|
68
Palo Alto Networks
PANW
$288B
| $949K | 0.41% |
4,661
+495
| +12% | +$94.8K |
|
69
Southern Company
SO
$108B
| $944K | 0.41% |
9,958
+229
| +2% | +$21.4K |
|
70
Snowflake
SNOW
$95.6B
| $925K | 0.4% |
4,103
-171
| -4% | -$36.7K |
|
71
Grayscale Bitcoin Trust
GBTC
$9.7B
| $909K | 0.39% |
10,129
+2,025
| +25% | +$182K |
|
72
Johnson & Johnson
JNJ
$611B
| $897K | 0.39% |
4,838
-8
| -0.2% | -$1.37K |
|
73
Starbucks
SBUX
$121B
| $896K | 0.39% |
10,590
-721
| -6% | -$64.5K |
|
74
Micron Technology
MU
$1.11T
| $887K | 0.38% |
5,303
+1,093
| +26% | +$140K |
|
|
75
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.25B
| $884K | 0.38% |
6,245
-1,297
| -17% | -$179K |
|
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