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
$868M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$6.62M
3
+$6.42M
4
IOT icon
Samsara
IOT
+$3.96M
5
PLTR icon
Palantir
PLTR
+$2.87M

Top Sells

1
+$13.4M
2
+$8.38M
3
+$8.15M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.33M
5
AMD icon
Advanced Micro Devices
AMD
+$4.29M

Sector Composition

1 Technology 17.65%
2 Healthcare 5.62%
3 Consumer Discretionary 5.4%
4 Industrials 4.67%
5 Energy 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$270K 0.03%
+2,569
227
$252K 0.02%
1,223
-165
228
$247K 0.02%
4,633
+20
229
$243K 0.02%
10,696
230
$236K 0.02%
508
231
$236K 0.02%
+4,568
232
$225K 0.02%
+986
233
$222K 0.02%
4,412
234
$222K 0.02%
872
-162
235
$221K 0.02%
+1,380
236
$215K 0.02%
+1,261
237
$213K 0.02%
2,900
-300
238
$211K 0.02%
4,833
-631
239
$211K 0.02%
2,120
-57
240
$203K 0.02%
313
-500
241
$202K 0.02%
+1,779
242
$201K 0.02%
15,913
243
$186K 0.02%
+2,560
244
$176K 0.02%
+2,629
245
$172K 0.02%
6,900
-15,200
246
$167K 0.02%
2,800
-26,400
247
$166K 0.02%
1,760
-206
248
$164K 0.02%
10,400
-11,200
249
$106K 0.01%
1,050
-6,950
250
$58.8K 0.01%
30,000
7 8 9
10
11