RMP

Richards, Merrill & Peterson Portfolio holdings

AUM $261M
1-Year Est. Return 19.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$909K
3
+$859K
4
AMZN icon
Amazon
AMZN
+$611K
5
INCM icon
Franklin Income Focus ETF
INCM
+$584K

Top Sells

1
+$211K
2
+$192K
3
+$188K
4
PKG icon
Packaging Corp of America
PKG
+$187K
5
DOV icon
Dover
DOV
+$176K

Sector Composition

1 Technology 23.22%
2 Consumer Discretionary 10.13%
3 Consumer Staples 7.89%
4 Financials 7.75%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$47.8K 0.02%
+499
177
$42.8K 0.02%
1,885
178
$42.3K 0.02%
1,833
179
$41.6K 0.02%
1,783
180
$41.6K 0.02%
450
181
$41.5K 0.02%
229
+1
182
$32.3K 0.02%
650
183
$31.4K 0.01%
1,281
184
$29.9K 0.01%
1,463
185
$28K 0.01%
311
+2
186
$27.4K 0.01%
1,942
187
$26.6K 0.01%
200
-196
188
$26.2K 0.01%
135
189
$19.9K 0.01%
+132
190
$18.1K 0.01%
620
-1,327
191
$14.7K 0.01%
62
192
$12.5K 0.01%
132
+108
193
$12.3K 0.01%
29
194
$10.2K ﹤0.01%
+77
195
$9.71K ﹤0.01%
80
196
$9.49K ﹤0.01%
75
197
$8.1K ﹤0.01%
391
198
$6.24K ﹤0.01%
32
199
$4.35K ﹤0.01%
77
200
$3.33K ﹤0.01%
+52
6 7
8
9 10