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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
$236M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$2.61M
3
+$2.16M
4
QCOM icon
Qualcomm
QCOM
+$2.05M
5
DUK icon
Duke Energy
DUK
+$1.79M

Top Sells

1
+$2.14M
2
+$1.42M
3
+$1.05M
4
DEO icon
Diageo
DEO
+$849K
5
SYY icon
Sysco
SYY
+$522K

Sector Composition

1 Consumer Staples 21.1%
2 Healthcare 14.95%
3 Technology 12.68%
4 Consumer Discretionary 11.17%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K 0.01%
97
+44
252
$13K 0.01%
218
+18
253
$13K 0.01%
145
-125
254
$13K 0.01%
260
+23
255
$13K 0.01%
341
-256
256
$13K 0.01%
1,155
257
$13K 0.01%
613
258
$12K 0.01%
114
259
$12K 0.01%
1,351
260
$12K 0.01%
233
+26
261
$12K 0.01%
134
-4,124
262
$12K 0.01%
7,650
263
$12K 0.01%
+625
264
$11K ﹤0.01%
400
265
$11K ﹤0.01%
43
266
$11K ﹤0.01%
400
267
$11K ﹤0.01%
106
268
$10K ﹤0.01%
210
-32
269
$10K ﹤0.01%
100
270
$10K ﹤0.01%
200
271
$10K ﹤0.01%
+262
272
$9K ﹤0.01%
200
273
$9K ﹤0.01%
223
274
$9K ﹤0.01%
248
275
$9K ﹤0.01%
111
-25,617
9 10
11
12 13