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
$192M
AUM Growth
+$814K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$701K
3
+$443K
4
CGSM icon
Capital Group Short Duration Municipal Income ETF
CGSM
+$362K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$334K

Top Sells

1
+$462K
2
+$226K
3
+$207K
4
AMZN icon
Amazon
AMZN
+$109K
5
IBM icon
IBM
IBM
+$95.5K

Sector Composition

1 Technology 20.56%
2 Consumer Discretionary 10.53%
3 Consumer Staples 8.44%
4 Industrials 8.22%
5 Healthcare 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$83.7K 0.04%
285
-20
202
$82.2K 0.04%
2,250
203
$82K 0.04%
1,293
-100
204
$81.3K 0.04%
2,625
205
$80.7K 0.04%
800
206
$80.7K 0.04%
1,715
207
$80.6K 0.04%
1,094
+640
208
$79.2K 0.04%
1,700
+1,550
209
$78.6K 0.04%
455
+22
210
$78.2K 0.04%
2,240
-500
211
$77.7K 0.04%
793
+55
212
$77.3K 0.04%
1,165
213
$76.6K 0.04%
281
+8
214
$76.2K 0.04%
945
215
$75.3K 0.04%
1,500
216
$75.1K 0.04%
1,380
217
$73.6K 0.04%
3,740
-3,400
218
$70.6K 0.04%
1,177
+69
219
$70K 0.04%
+129
220
$69.2K 0.04%
2,640
221
$69K 0.04%
1,000
222
$68.7K 0.04%
520
223
$68.4K 0.04%
1,250
224
$67.7K 0.04%
235
225
$67K 0.03%
4,500
7 8
9
10 11