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
$180M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$12.4M
3 +$8.96M
4
ABBV icon
AbbVie
ABBV
+$8.63M
5
GIS icon
General Mills
GIS
+$8.23M

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%
+53
277
$7K ﹤0.01%
+540
278
$7K ﹤0.01%
+390
279
$7K ﹤0.01%
+258
280
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+148
281
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+92
282
$7K ﹤0.01%
+285
283
$7K ﹤0.01%
+609
284
$7K ﹤0.01%
+811
285
$6K ﹤0.01%
+53
286
$6K ﹤0.01%
+1,500
287
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+200
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+480
292
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+126
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+406
296
$6K ﹤0.01%
+115
297
$6K ﹤0.01%
+95
298
$6K ﹤0.01%
+633
299
$5K ﹤0.01%
+633
300
$5K ﹤0.01%
+42