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RFM
Royal Fund Management Portfolio holdings
AUM
$1.04B
1-Year Est. Return
26.61%
This Fund
S&P 500
1 Year Est. Return
+26.61%
AUM
$1.04B
AUM Growth
-$46.2M
(-4.2%)
Holding
283
Top Buys
| 1 | +$14.9M | |
| 2 | +$13.8M | |
| 3 | +$13.8M | |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$13.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$13.1M |
Top Sells
| 1 | +$24.4M | |
| 2 | +$19M | |
| 3 | +$15.3M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$14.7M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$14.6M |
Sector Composition
| 1 | Technology | 16.97% |
| 2 | Industrials | 6.04% |
| 3 | Healthcare | 5.56% |
| 4 | Financials | 5.01% |
| 5 | Consumer Staples | 4.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Intel
INTC
$557B
| – | – |
-20,040
|
|
||
277
PepsiCo
PEP
$196B
| – | – |
-2,089
|
|
||
278
Visa
V
$617B
| – | – |
-7,788
|
|
||
279
Vanguard Consumer Staples ETF
VDC
$7.93B
| – | – |
-15,154
|
|
||
280
Vanguard Russell 1000 ETF
VONE
$7.93B
| – | – |
-5,740
|
|
||
281
Vanguard Mid-Cap Growth ETF
VOT
$18.9B
| – | – |
-4,701
|
|
||
282
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
| – | – |
-271,564
|
|
||
283
Yum! Brands
YUM
$41.9B
| – | – |
-3,084
|
|