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
$303M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$4.77M
3
+$3.96M
4
SLB icon
SLB Ltd
SLB
+$3.6M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.88M

Top Sells

1
+$6.07M
2
+$2.64M
3
+$1.52M
4
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$1.46M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.34M

Sector Composition

1 Technology 14.98%
2 Healthcare 10.39%
3 Energy 9.8%
4 Consumer Staples 8.28%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29K 0.01%
+563
252
$28K 0.01%
311
-243
253
$28K 0.01%
344
+270
254
$28K 0.01%
347
+7
255
$27K 0.01%
619
-35
256
$27K 0.01%
400
+300
257
$27K 0.01%
506
+106
258
$27K 0.01%
3,074
+40
259
$26K 0.01%
507
260
$26K 0.01%
748
+7
261
$26K 0.01%
589
262
$26K 0.01%
550
263
$26K 0.01%
+568
264
$26K 0.01%
1,085
265
$25K 0.01%
2,200
266
$25K 0.01%
2,128
267
$25K 0.01%
1,610
268
$24K 0.01%
+500
269
$24K 0.01%
625
+208
270
$23K 0.01%
775
271
$23K 0.01%
359
272
$23K 0.01%
60
+20
273
$23K 0.01%
339
274
$22K 0.01%
1,000
275
$22K 0.01%
+356
9 10
11
12 13