RFM

Royal Fund Management Portfolio holdings

AUM $1.09B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$4.75M
3
+$4.16M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.71M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.7M

Top Sells

1
+$4.06M
2
+$3.82M
3
+$2.68M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.11M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.03M

Sector Composition

1 Technology 11.75%
2 Healthcare 9.42%
3 Energy 8.03%
4 Consumer Staples 7.92%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$25K 0.01%
7,650
277
$24K 0.01%
370
278
$24K 0.01%
428
279
$24K 0.01%
98
280
$23K 0.01%
296
281
$23K 0.01%
55
+14
282
$23K 0.01%
1,000
283
$22K 0.01%
2,054
+197
284
$22K 0.01%
+242
285
$22K 0.01%
510
286
$22K 0.01%
585
287
$22K 0.01%
1,000
288
$22K 0.01%
+343
289
$22K 0.01%
1,709
290
$22K 0.01%
381
-4
291
$22K 0.01%
280
+145
292
$22K 0.01%
1,201
+10
293
$22K 0.01%
300
294
$21K 0.01%
312
295
$21K 0.01%
1,401
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296
$21K 0.01%
879
297
$21K 0.01%
152
298
$20K 0.01%
1,339
299
$20K 0.01%
136
300
$20K 0.01%
353
10 11
12
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