We are live on ! Find out more
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
$830M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10.8M
3
+$8.82M
4
ARM icon
Arm
ARM
+$5.35M
5
RBLX icon
Roblox
RBLX
+$5.19M

Top Sells

1
+$14.4M
2
+$12.7M
3
+$10M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.43M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.23M

Sector Composition

1 Technology 21.69%
2 Financials 6.08%
3 Consumer Discretionary 5.67%
4 Industrials 5.29%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-13,557
227
– –
-6,366
228
– –
-16,083
229
– –
-103,255
230
– –
-578
231
– –
-4,210
232
– –
-2,880
233
– –
-2,990
234
– –
-3,134
235
– –
-2,875
236
– –
-446
237
– –
-16,151
238
– –
-17,758
239
– –
-7,550
240
– –
-2,625
241
– –
-16,000
242
– –
-1,142
243
– –
-9,578
244
– –
-31,634
245
– –
-967
246
– –
-14,900
247
– –
-38,086
248
– –
-6,696
249
– –
-19,176
250
– –
-122,442
7 8 9
10
11