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
$474M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$757K
3 +$380K
4
TGT icon
Target
TGT
+$366K
5
PFE icon
Pfizer
PFE
+$269K

Top Sells

1 +$1.09M
2 +$713K
3 +$426K
4
MMS icon
Maximus
MMS
+$327K
5
SMG icon
ScottsMiracle-Gro
SMG
+$309K

Sector Composition

1 Technology 22.5%
2 Financials 15.47%
3 Healthcare 13.82%
4 Industrials 11.81%
5 Consumer Discretionary 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-834