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
$251M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.68M
3
+$2.56M
4
TMUS icon
T-Mobile US
TMUS
+$1.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.7M

Top Sells

1
+$8.02M
2
+$3.14M
3
+$1.67M
4
GM icon
General Motors
GM
+$1.22M
5
T icon
AT&T
T
+$1.03M

Sector Composition

1 Consumer Staples 15.01%
2 Healthcare 14.43%
3 Technology 12.16%
4 Energy 10.52%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19K 0.01%
2,908
252
$19K 0.01%
333
253
$19K 0.01%
300
254
$18K 0.01%
1,082
+18
255
$18K 0.01%
1,000
256
$18K 0.01%
+582
257
$17K 0.01%
368
258
$17K 0.01%
131
-9
259
$17K 0.01%
+330
260
$17K 0.01%
+262
261
$17K 0.01%
1,370
262
$17K 0.01%
4,000
-4,000
263
$17K 0.01%
360
264
$17K 0.01%
1,049
265
$17K 0.01%
+501
266
$16K 0.01%
+610
267
$16K 0.01%
1,181
268
$16K 0.01%
1,095
-139
269
$16K 0.01%
319
270
$15K 0.01%
223
271
$15K 0.01%
455
272
$15K 0.01%
3,000
273
$15K 0.01%
400
274
$15K 0.01%
326
-23
275
$14K 0.01%
+261
9 10
11
12 13