RFM

Royal Fund Management Portfolio holdings

AUM $1.09B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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
+$9.21M
2
+$8.7M
3
+$7.92M
4
MNDY icon
monday.com
MNDY
+$2.91M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.6M

Top Sells

1
+$10.2M
2
+$5.09M
3
+$5.05M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$4.85M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.27M

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
– –
-8,171
228
– –
-10,753
229
– –
-11,411
230
– –
-5,919
231
– –
-53,122
232
– –
-52,800
233
– –
-38,274
234
– –
-925
235
– –
-2,044
236
– –
-21,220
237
– –
-17,142
238
– –
-125,953
239
– –
-15,205
240
– –
-43,696
6 7 8 9
10