RFM

Royal Fund Management Portfolio holdings

AUM $830M
1-Year Est. Return 23.12%
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$13M
3 +$8.85M
4
DEO icon
Diageo
DEO
+$8.85M
5
IP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$7K ﹤0.01%
+540
277
$7K ﹤0.01%
+53
278
$7K ﹤0.01%
+390
279
$7K ﹤0.01%
+258
280
$7K ﹤0.01%
+148
281
$7K ﹤0.01%
+92
282
$7K ﹤0.01%
+285
283
$7K ﹤0.01%
+609
284
$7K ﹤0.01%
+811
285
$6K ﹤0.01%
+633
286
$6K ﹤0.01%
+480
287
$6K ﹤0.01%
+288
288
$6K ﹤0.01%
+406
289
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+115
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$6K ﹤0.01%
+516
291
$6K ﹤0.01%
+126
292
$6K ﹤0.01%
+53
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+1,500
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$6K ﹤0.01%
+200
295
$6K ﹤0.01%
+457
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$6K ﹤0.01%
+200
297
$6K ﹤0.01%
+27
298
$6K ﹤0.01%
+95
299
$5K ﹤0.01%
+218
300
$5K ﹤0.01%
+633