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
176
$112K 0.06%
+1,038
177
$111K 0.06%
+486
178
$111K 0.06%
+160
179
$110K 0.06%
+2,740
180
$109K 0.06%
+305
181
$108K 0.06%
+1,532
182
$106K 0.06%
+1,000
183
$105K 0.06%
+872
184
$105K 0.05%
+3,816
185
$104K 0.05%
+371
186
$102K 0.05%
+4,419
187
$100K 0.05%
+342
188
$99.7K 0.05%
+2,850
189
$95.5K 0.05%
+1,598
190
$95.1K 0.05%
+1,393
191
$94.1K 0.05%
+885
192
$93.6K 0.05%
+323
193
$93.2K 0.05%
+722
194
$92.4K 0.05%
+1,025
195
$91.4K 0.05%
+1,715
196
$90.9K 0.05%
+800
197
$89.2K 0.05%
+7,000
198
$89K 0.05%
+1,202
199
$86.4K 0.05%
+2,250
200
$84.4K 0.04%
+945
6 7
8
9 10