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
151
$157K 0.08%
+3,555
152
$150K 0.08%
+213
153
$148K 0.08%
+1,529
154
$148K 0.08%
+4,625
155
$147K 0.08%
+1,250
156
$146K 0.08%
+2,716
157
$143K 0.07%
+925
158
$143K 0.07%
+2,632
159
$140K 0.07%
+7,140
160
$139K 0.07%
+2,082
161
$139K 0.07%
+547
162
$138K 0.07%
+5,079
163
$137K 0.07%
+1,507
164
$137K 0.07%
+402
165
$136K 0.07%
+2,725
166
$135K 0.07%
+8,000
167
$135K 0.07%
+1,089
168
$133K 0.07%
+1,622
169
$132K 0.07%
+685
170
$131K 0.07%
+1,238
171
$130K 0.07%
+5,000
172
$119K 0.06%
+519
173
$116K 0.06%
+4,480
174
$115K 0.06%
+272
175
$115K 0.06%
+868
5 6
7
8 9