RFM
Royal Fund Management Portfolio holdings
AUM
$830M
1-Year Est. Return
23.12%
1 Year Est. Return
+23.12%
AUM
$830M
AUM Growth
-$107M
(-11%)
Holding
264
Top Buys
| 1 | +$16.5M | |
| 2 | +$13.5M | |
| 3 | +$11M | |
| 4 |
Starbucks
SBUX
|
+$7.82M |
| 5 |
Roblox
RBLX
|
+$5.78M |
Top Sells
| 1 | +$14.7M | |
| 2 | +$12.7M | |
| 3 | +$10.4M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$9.9M |
| 5 |
Robinhood
HOOD
|
+$9.65M |
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 | |
|---|---|---|---|---|---|---|
251
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$238M
| – | – |
-13,557
|
|
||
252
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.06B
| – | – |
-19,176
|
|
||
253
Sweetgreen
SG
$866M
| – | – |
-122,442
|
|
||
254
SLB Ltd
SLB
$59.2B
| – | – |
-16,771
|
|
||
255
iShares Silver Trust
SLV
$31.8B
| – | – |
-9,578
|
|
||
256
Southern Company
SO
$93.1B
| – | – |
-3,640
|
|
||
257
Twilio
TWLO
$20.3B
| – | – |
-29,820
|
|
||
258
Universal Health Services
UHS
$13.9B
| – | – |
-4,588
|
|
||
259
Viking Therapeutics
VKTX
$4.26B
| – | – |
-21,376
|
|
||
260
Vistra
VST
$58.2B
| – | – |
-4,600
|
|
||
261
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
| – | – |
-16,151
|
|
||
262
Astera Labs
ALAB
$26.1B
| – | – |
-17,758
|
|
||
263
Reddit
RDDT
$43.9B
| – | – |
-7,550
|
|
||
|
XYZ
264
Block Inc
XYZ
$39.1B
| – | – |
-15,035
|
|