RFM

Royal Fund Management Portfolio holdings

AUM $938M
1-Year Est. Return 18.26%
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$938M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1 +$23.5M
2 +$16.7M
3 +$16.6M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$13.8M
5
MSFT icon
Microsoft
MSFT
+$12.8M

Top Sells

1 +$20M
2 +$19.4M
3 +$14.6M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$13.4M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$9.48M

Sector Composition

1 Technology 20.18%
2 Financials 5.83%
3 Consumer Discretionary 5.42%
4 Industrials 4.96%
5 Healthcare 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MPWR icon
226
Monolithic Power Systems
MPWR
$51.5B
$294K 0.03%
+402
TSM icon
227
TSMC
TSM
$1.53T
$293K 0.03%
1,295
+230
PEP icon
228
PepsiCo
PEP
$207B
$291K 0.03%
2,206
-39
COP icon
229
ConocoPhillips
COP
$110B
$281K 0.03%
3,131
+16
F icon
230
Ford
F
$55.1B
$275K 0.03%
25,353
-308
V icon
231
Visa
V
$674B
$273K 0.03%
770
-6
LNT icon
232
Alliant Energy
LNT
$17.7B
$269K 0.03%
4,444
INTU icon
233
Intuit
INTU
$190B
$267K 0.03%
339
+1
NOW icon
234
ServiceNow
NOW
$193B
$255K 0.03%
+248
GE icon
235
GE Aerospace
GE
$321B
$252K 0.03%
979
-714
GBTC icon
236
Grayscale Bitcoin Trust
GBTC
$44.3B
$241K 0.02%
2,880
-820
ALL icon
237
Allstate
ALL
$50.9B
$230K 0.02%
+1,142
YUM icon
238
Yum! Brands
YUM
$39.8B
$228K 0.02%
1,542
COHR icon
239
Coherent
COHR
$20.3B
$227K 0.02%
+2,543
ELV icon
240
Elevance Health
ELV
$76.1B
$225K 0.02%
+578
LMT icon
241
Lockheed Martin
LMT
$112B
$222K 0.02%
478
-122
DIS icon
242
Walt Disney
DIS
$201B
$218K 0.02%
+1,757
ETSY icon
243
Etsy
ETSY
$7.32B
$211K 0.02%
+4,210
LIN icon
244
Linde
LIN
$209B
$209K 0.02%
+446
CLSK icon
245
CleanSpark
CLSK
$5.44B
$164K 0.02%
14,900
APLD icon
246
Applied Digital
APLD
$9.35B
$82.1K 0.01%
+8,150
REI icon
247
Ring Energy
REI
$213M
$23.8K ﹤0.01%
30,000
AFRM icon
248
Affirm
AFRM
$24.6B
-19,894
BABA icon
249
Alibaba
BABA
$405B
-27,709
COIN icon
250
Coinbase
COIN
$91.1B
-9,003