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
201
$21.7K 0.01%
132
202
$19.8K 0.01%
+200
203
$15.8K 0.01%
62
204
$15.4K 0.01%
+216
205
$13.6K 0.01%
116
206
$13.2K 0.01%
132
207
$10.8K ﹤0.01%
75
208
$10.8K ﹤0.01%
77
209
$10.4K ﹤0.01%
80
210
$7.83K ﹤0.01%
307
-84
211
$6.68K ﹤0.01%
32
212
$6.51K ﹤0.01%
+116
213
$4.52K ﹤0.01%
77
214
$3.46K ﹤0.01%
52
215
$837 ﹤0.01%
+4
216
– –
-1,365
217
– –
-1,675
218
– –
-2,179
5 6 7 8
9