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
$337M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$3.57M
3
+$2.75M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.55M
5
USRT icon
iShares Core US REIT ETF
USRT
+$2.3M

Top Sells

1
+$4.79M
2
+$2.73M
3
+$2.68M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M
5
NVS icon
Novartis
NVS
+$849K

Sector Composition

1 Technology 9.84%
2 Healthcare 7.74%
3 Consumer Staples 7.58%
4 Energy 7.56%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$38K 0.01%
+2,190
252
$37K 0.01%
738
+1
253
$37K 0.01%
783
254
$37K 0.01%
689
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255
$37K 0.01%
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256
$37K 0.01%
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257
$36K 0.01%
493
+1
258
$36K 0.01%
471
+27
259
$36K 0.01%
300
260
$34K 0.01%
300
261
$33K 0.01%
191
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262
$33K 0.01%
584
-27
263
$32K 0.01%
2,000
264
$31K 0.01%
935
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265
$31K 0.01%
1,393
266
$30K 0.01%
952
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267
$30K 0.01%
+3,591
268
$30K 0.01%
1,340
269
$30K 0.01%
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270
$30K 0.01%
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271
$29K 0.01%
204
272
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1,000
273
$29K 0.01%
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+46
274
$29K 0.01%
2,660
275
$29K 0.01%
339
9 10
11
12 13