RP

Rowlandmiller & Partners Portfolio holdings

AUM $509M
1-Year Est. Return 12.41%
This Quarter Est. Return
1 Year Est. Return
+12.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$485M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$739K
3 +$662K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$542K
5
BLK icon
Blackrock
BLK
+$428K

Top Sells

1 +$1.83M
2 +$1.6M
3 +$253K
4
WMT icon
Walmart
WMT
+$216K
5
TGT icon
Target
TGT
+$163K

Sector Composition

1 Technology 24.75%
2 Financials 16.67%
3 Healthcare 11.54%
4 Industrials 11.13%
5 Consumer Staples 10.61%