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
176
$110K 0.05%
371
177
$103K 0.04%
3,919
178
$97.7K 0.04%
524
+69
179
$92.6K 0.04%
1,094
180
$85.7K 0.04%
1,380
181
$85.4K 0.04%
1,165
182
$84.7K 0.04%
1,500
183
$76.1K 0.03%
+1,500
184
$72K 0.03%
1,067
185
$64K 0.03%
2,622
186
$62.8K 0.03%
1,100
187
$58K 0.03%
726
188
$48.1K 0.02%
499
189
$46.4K 0.02%
450
190
$43.5K 0.02%
230
+1
191
$42.9K 0.02%
1,885
192
$42.3K 0.02%
1,833
193
$41.7K 0.02%
1,783
194
$33.7K 0.01%
1,281
195
$32.4K 0.01%
650
196
$30.8K 0.01%
1,463
197
$28.4K 0.01%
200
198
$28.4K 0.01%
1,942
199
$28K 0.01%
312
+1
200
$27.5K 0.01%
135
5 6 7
8
9