RFM

Royal Fund Management Portfolio holdings

AUM $1.09B
1-Year Est. Return 24.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$868M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$6.62M
3
+$4.36M
4
IOT icon
Samsara
IOT
+$3.56M
5
ROKU icon
Roku
ROKU
+$3.26M

Top Sells

1
+$12.8M
2
+$8.15M
3
+$7.95M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.96M
5
AMD icon
Advanced Micro Devices
AMD
+$4.15M

Sector Composition

1 Technology 17.28%
2 Healthcare 5.62%
3 Consumer Discretionary 5.4%
4 Industrials 4.67%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$58.6K 0.01%
38,312
252
– –
0
253
– –
-4,232
254
– –
-15,817
255
– –
0
256
– –
-3,624
257
– –
-21,629
258
– –
0
259
– –
0
260
– –
-2,376
261
– –
-27,919
7 8 9 10
11