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
$321M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.56M
3
+$3.81M
4
DAL icon
Delta Air Lines
DAL
+$3.26M
5
XHE icon
SPDR S&P Health Care Equipment ETF
XHE
+$2.44M

Top Sells

1
+$4.88M
2
+$3.83M
3
+$3.51M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.36M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.68M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.92%
3 Energy 9.11%
4 Consumer Discretionary 7.33%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33K 0.01%
190
+90
227
$32K 0.01%
206
-37
228
$32K 0.01%
+2,131
229
$31K 0.01%
848
230
$31K 0.01%
1,393
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231
$31K 0.01%
980
232
$30K 0.01%
584
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233
$30K 0.01%
339
234
$29K 0.01%
575
235
$29K 0.01%
510
236
$29K 0.01%
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-128
237
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238
$29K 0.01%
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239
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240
$28K 0.01%
204
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241
$28K 0.01%
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242
$28K 0.01%
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243
$28K 0.01%
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$27K 0.01%
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246
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294
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$26K 0.01%
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248
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249
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1,290
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250
$26K 0.01%
+98
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