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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
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.05M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$908K
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$889K

Top Sells

1
+$402K
2
+$313K
3
+$278K
4
APD icon
Air Products & Chemicals
APD
+$271K
5
LSTR icon
Landstar System
LSTR
+$270K

Sector Composition

1 Technology 22.82%
2 Consumer Discretionary 8.93%
3 Financials 7.53%
4 Healthcare 7.34%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LHX icon
76
L3Harris
LHX
$57.3B
$902K 0.35%
3,074
+1,027
IEFA icon
77
iShares Core MSCI EAFE ETF
IEFA
$186B
$894K 0.34%
9,995
TSM icon
78
TSMC
TSM
$2.2T
$888K 0.34%
2,922
+390
WDIV icon
79
State Street SPDR S&P Global Dividend ETF
WDIV
$272M
$882K 0.34%
11,692
+1,950
IWM icon
80
iShares Russell 2000 ETF
IWM
$80.9B
$873K 0.33%
3,548
+752
IJT icon
81
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.8B
$867K 0.33%
6,145
-100
UBER icon
82
Uber
UBER
$140B
$866K 0.33%
10,601
+2,126
DHR icon
83
Danaher
DHR
$127B
$863K 0.33%
3,770
+212
TSLA icon
84
Tesla
TSLA
$1.53T
$841K 0.32%
1,871
+5
TSCO icon
85
Tractor Supply
TSCO
$16.4B
$839K 0.32%
16,770
+60
UNH icon
86
UnitedHealth
UNH
$371B
$830K 0.32%
2,513
-424
APD icon
87
Air Products & Chemicals
APD
$62.7B
$829K 0.32%
3,354
-1,070
ITW icon
88
Illinois Tool Works
ITW
$74.1B
$782K 0.3%
3,173
-567
ORLY icon
89
O'Reilly Automotive
ORLY
$75.4B
$768K 0.29%
8,415
+1,466
TT icon
90
Trane Technologies
TT
$101B
$757K 0.29%
1,945
+425
DIS icon
91
Walt Disney
DIS
$174B
$726K 0.28%
6,385
+997
ACN icon
92
Accenture
ACN
$105B
$672K 0.26%
2,504
-866
LMT icon
93
Lockheed Martin
LMT
$125B
$670K 0.26%
1,386
+30
TJX icon
94
TJX Companies
TJX
$186B
$667K 0.26%
4,341
+514
DHI icon
95
D.R. Horton
DHI
$43.7B
$647K 0.25%
4,495
-264
NKE icon
96
Nike
NKE
$66.5B
$643K 0.25%
10,093
+127
NFLX icon
97
Netflix
NFLX
$338B
$640K 0.25%
6,826
+3,376
IJK icon
98
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$627K 0.24%
6,471
FENI icon
99
Fidelity Enhanced International ETF
FENI
$9.85B
$623K 0.24%
+17,035
MA icon
100
Mastercard
MA
$433B
$622K 0.24%
1,089
+137
2 3
4
5 6