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
101
$595K 0.26%
4,390
+1,143
102
$593K 0.26%
12,543
-595
103
$577K 0.25%
5,166
+204
104
$558K 0.24%
5,980
-198
105
$553K 0.24%
3,827
+186
106
$542K 0.23%
952
-12
107
$535K 0.23%
1,092
+20
108
$529K 0.23%
4,175
+52
109
$525K 0.23%
3,008
110
$525K 0.23%
19,900
+1,000
111
$506K 0.22%
4,193
112
$495K 0.21%
9,604
-228
113
$488K 0.21%
7,406
+85
114
$466K 0.2%
1,333
+171
115
$465K 0.2%
16,416
-37
116
$449K 0.19%
6,108
-156
117
$439K 0.19%
+11,207
118
$420K 0.18%
884
+5
119
$414K 0.18%
3,450
+300
120
$410K 0.18%
13,910
121
$397K 0.17%
3,064
122
$392K 0.17%
4,609
+187
123
$391K 0.17%
410
+17
124
$384K 0.17%
7,345
+248
125
$381K 0.16%
4,677
-735
3 4
5
6 7