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RFM

Royal Fund Management Portfolio holdings

AUM $1.04B
1-Year Est. Return 26.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$699M
AUM Growth
-$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$8.42M
3
+$8.23M
4
MNDY icon
monday.com
MNDY
+$3.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.69M

Top Sells

1
+$10.2M
2
+$5.14M
3
+$5.09M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$5.05M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.35M

Sector Composition

1 Technology 16.41%
2 Healthcare 6.04%
3 Consumer Discretionary 5.39%
4 Industrials 4.58%
5 Energy 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.6K ﹤0.01%
+655
227
– –
-10,753
228
– –
-11,411
229
– –
-5,919
230
– –
-15,205
231
– –
-8,171
232
– –
-53,122
233
– –
-52,800
234
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-38,274
235
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-925
236
– –
-2,044
237
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-21,220
238
– –
-43,696
239
– –
-17,142
240
– –
-125,953
6 7 8 9
10