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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
$279M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.46M
3
+$1.46M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.37M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$841K

Top Sells

1
+$6.79M
2
+$3.54M
3
+$2.33M
4
T icon
AT&T
T
+$968K
5
DEO icon
Diageo
DEO
+$538K

Sector Composition

1 Consumer Staples 15.3%
2 Technology 14.94%
3 Energy 10.16%
4 Consumer Discretionary 9.72%
5 Healthcare 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28K 0.01%
370
252
$28K 0.01%
442
253
$28K 0.01%
425
254
$28K 0.01%
1,182
255
$27K 0.01%
1,520
+471
256
$27K 0.01%
2,000
257
$27K 0.01%
221
258
$27K 0.01%
+3,334
259
$27K 0.01%
659
+259
260
$26K 0.01%
225
+204
261
$26K 0.01%
2,200
262
$26K 0.01%
1,000
263
$26K 0.01%
500
264
$26K 0.01%
495
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265
$26K 0.01%
228
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266
$26K 0.01%
316
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267
$26K 0.01%
933
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268
$25K 0.01%
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269
$25K 0.01%
490
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270
$24K 0.01%
234
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271
$24K 0.01%
550
272
$24K 0.01%
262
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273
$24K 0.01%
455
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274
$24K 0.01%
1,577
275
$23K 0.01%
312
9 10
11
12 13