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
$351M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$1.56M
3 +$1.55M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M
5
JPM icon
JPMorgan Chase
JPM
+$1.01M

Top Sells

1 +$1.9M
2 +$535K
3 +$495K
4
AFL icon
Aflac
AFL
+$489K
5
T icon
AT&T
T
+$465K

Sector Composition

1 Technology 24.5%
2 Financials 13.92%
3 Healthcare 13.6%
4 Consumer Staples 11.78%
5 Industrials 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,078
152
-4,314
153
-13,395