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