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
$314M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$4.75M
3
+$4.16M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.71M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.7M

Top Sells

1
+$4.06M
2
+$3.82M
3
+$2.68M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.11M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.03M

Sector Composition

1 Technology 11.75%
2 Healthcare 9.42%
3 Energy 8.03%
4 Consumer Staples 7.92%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41K 0.01%
600
-12
227
$41K 0.01%
894
-179
228
$40K 0.01%
+600
229
$40K 0.01%
539
230
$40K 0.01%
679
-68,952
231
$39K 0.01%
421
232
$39K 0.01%
737
-1
233
$39K 0.01%
2,250
234
$38K 0.01%
8,520
-2,640
235
$37K 0.01%
492
236
$37K 0.01%
1,383
+269
237
$36K 0.01%
783
+178
238
$36K 0.01%
252
239
$34K 0.01%
444
-48
240
$34K 0.01%
300
-13
241
$32K 0.01%
681
+31
242
$32K 0.01%
2,000
243
$32K 0.01%
611
244
$32K 0.01%
950
245
$31K 0.01%
197
246
$30K 0.01%
+2,037
247
$30K 0.01%
+300
248
$29K 0.01%
+2,055
249
$29K 0.01%
917
+454
250
$29K 0.01%
657
+2
8 9
10
11 12