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
201
$83.8K 0.04%
+775
202
$82.1K 0.04%
+2,625
203
$81.7K 0.04%
+1,500
204
$80.7K 0.04%
+211
205
$79.9K 0.04%
+1,034
206
$78.1K 0.04%
+1,165
207
$77.4K 0.04%
+738
208
$76.7K 0.04%
+832
209
$73.3K 0.04%
+433
210
$73.2K 0.04%
+2,640
211
$71.9K 0.04%
+273
212
$69.8K 0.04%
+1,389
213
$69.3K 0.04%
+576
214
$68.3K 0.04%
+3,000
215
$68.2K 0.04%
+6,900
216
$67.1K 0.04%
+4,500
217
$66.4K 0.03%
+1,380
218
$65.8K 0.03%
+498
219
$65.8K 0.03%
+859
220
$63.7K 0.03%
+520
221
$63.1K 0.03%
+2,622
222
$62.9K 0.03%
+1,476
223
$62.3K 0.03%
+215
224
$62K 0.03%
+730
225
$61.5K 0.03%
+1,000
7 8
9
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