RFM

Royal Fund Management Portfolio holdings

AUM $938M
1-Year Est. Return 18.26%
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.68M
3
+$2.56M
4
TMUS icon
T-Mobile US
TMUS
+$1.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.7M

Top Sells

1
+$8.02M
2
+$3.14M
3
+$1.67M
4
GM icon
General Motors
GM
+$1.22M
5
T icon
AT&T
T
+$1.03M

Sector Composition

1 Consumer Staples 15.01%
2 Healthcare 14.43%
3 Technology 12.16%
4 Energy 10.52%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K 0.01%
97
277
$14K 0.01%
+173
278
$14K 0.01%
+1,494
279
$14K 0.01%
145
280
$14K 0.01%
171
+133
281
$13K 0.01%
613
282
$13K 0.01%
+177
283
$13K 0.01%
1,155
284
$13K 0.01%
106
285
$12K ﹤0.01%
216
+208
286
$12K ﹤0.01%
43
287
$12K ﹤0.01%
7,650
288
$12K ﹤0.01%
114
289
$12K ﹤0.01%
1,351
290
$11K ﹤0.01%
+132
291
$11K ﹤0.01%
250
-155
292
$11K ﹤0.01%
106
293
$11K ﹤0.01%
300
294
$11K ﹤0.01%
540
295
$11K ﹤0.01%
400
296
$11K ﹤0.01%
100
297
$11K ﹤0.01%
625
298
$11K ﹤0.01%
300
299
$10K ﹤0.01%
733
300
$10K ﹤0.01%
300
10 11
12
13 14