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
101
$426K 0.22%
+4,193
102
$422K 0.22%
+7,456
103
$416K 0.22%
+1,881
104
$403K 0.21%
+8,418
105
$383K 0.2%
+3,064
106
$370K 0.19%
+3,557
107
$369K 0.19%
+7,073
108
$352K 0.18%
+6,719
109
$343K 0.18%
+1,002
110
$342K 0.18%
+1,295
111
$339K 0.18%
+2,355
112
$334K 0.17%
+5,545
113
$332K 0.17%
+792
114
$331K 0.17%
+2,796
115
$329K 0.17%
+1,151
116
$324K 0.17%
+1,244
117
$322K 0.17%
+1,456
118
$309K 0.16%
+2,287
119
$304K 0.16%
+28,900
120
$302K 0.16%
+2,350
121
$287K 0.15%
+675
122
$284K 0.15%
+4,650
123
$284K 0.15%
+483
124
$276K 0.14%
+2,186
125
$274K 0.14%
+1,801
3 4
5
6 7