REMPR

Roof Eidam Maycock Peralta (REMP) Portfolio holdings

AUM $411M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.35M
3 +$1.16M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.07M

Sector Composition

1 Technology 7.7%
2 Financials 2.9%
3 Healthcare 2.81%
4 Industrials 2.57%
5 Energy 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,230
127
-3,063