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
$337M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$3.56M
3
+$2.63M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.51M
5
USRT icon
iShares Core US REIT ETF
USRT
+$2.31M

Top Sells

1
+$4.92M
2
+$2.68M
3
+$2.67M
4
AMGN icon
Amgen
AMGN
+$2.65M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M

Sector Composition

1 Technology 9.84%
2 Healthcare 7.74%
3 Consumer Staples 7.58%
4 Energy 7.56%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$28K 0.01%
546
277
$28K 0.01%
933
-17
278
$28K 0.01%
1,704
+81
279
$28K 0.01%
2,726
+97
280
$27K 0.01%
+1,000
281
$27K 0.01%
+360
282
$27K 0.01%
1,313
283
$27K 0.01%
848
284
$27K 0.01%
3,515
+138
285
$26K 0.01%
429
+76
286
$26K 0.01%
661
+4
287
$26K 0.01%
+982
288
$26K 0.01%
357
-17
289
$26K 0.01%
2,250
290
$25K 0.01%
+852
291
$25K 0.01%
888
292
$25K 0.01%
877
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293
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294
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295
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296
$24K 0.01%
888
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297
$24K 0.01%
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298
$24K 0.01%
296
299
$24K 0.01%
+410
300
$23K 0.01%
57
+2
10 11
12
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