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
126
$269K 0.14%
+2,707
127
$260K 0.14%
+7,686
128
$255K 0.13%
+1,945
129
$251K 0.13%
+4,980
130
$250K 0.13%
+2,193
131
$250K 0.13%
+1,240
132
$248K 0.13%
+51,000
133
$236K 0.12%
+3,184
134
$221K 0.12%
+6,270
135
$219K 0.11%
+974
136
$216K 0.11%
+1,957
137
$212K 0.11%
+1,113
138
$211K 0.11%
+4,825
139
$207K 0.11%
+3,868
140
$199K 0.1%
+2,638
141
$191K 0.1%
+2,275
142
$188K 0.1%
+1,000
143
$185K 0.1%
+208
144
$169K 0.09%
+894
145
$167K 0.09%
+1,385
146
$164K 0.09%
+6,075
147
$161K 0.08%
+4,933
148
$161K 0.08%
+2,078
149
$158K 0.08%
+965
150
$158K 0.08%
+1,604
4 5
6
7 8