RFM
Royal Fund Management Portfolio holdings
AUM
$938M
1-Year Return
18.26%
This Quarter Return
+2.28%
1 Year Return
+18.26%
3 Year Return
+58.08%
5 Year Return
+98.05%
10 Year Return
–
AUM
$180M
AUM Growth
–
Cap. Flow
+$180M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.98%
Holding
423
New
422
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
AT&T
T
|
$14.1M |
| 2 |
Altria Group
MO
|
$13M |
| 3 |
AbbVie
ABBV
|
$8.85M |
| 4 |
Diageo
DEO
|
$8.85M |
| 5 |
International Paper
IP
|
$8.75M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 33.41% |
| 2 | Consumer Discretionary | 11.91% |
| 3 | Healthcare | 11.88% |
| 4 | Communication Services | 9.7% |
| 5 | Technology | 8.92% |
