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RFM

Royal Fund Management Portfolio holdings

AUM $1.04B
1-Year Est. Return 26.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1 +$5.35M
2 +$4.84M
3 +$4.06M
4
SLB icon
SLB Ltd
SLB
+$3.69M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.8M

Top Sells

1 +$6.04M
2 +$2.64M
3 +$1.59M
4
GILD icon
Gilead Sciences
GILD
+$1.52M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.34M

Sector Composition

1 Technology 14.98%
2 Healthcare 10.39%
3 Energy 9.8%
4 Consumer Staples 8.28%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$22K 0.01%
1,709
277
$22K 0.01%
1,000
278
$22K 0.01%
506
279
$22K 0.01%
400
280
$22K 0.01%
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281
$21K 0.01%
336
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282
$21K 0.01%
879
283
$20K 0.01%
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284
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300
285
$19K 0.01%
314
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286
$19K 0.01%
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287
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288
$19K 0.01%
172
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$19K 0.01%
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290
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291
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$19K 0.01%
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293
$18K 0.01%
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294
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$18K 0.01%
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$18K 0.01%
584
299
$17K 0.01%
330
-1,307
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$17K 0.01%
7,650