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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
$359M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.14M
3
+$2.5M
4
JCI icon
Johnson Controls International
JCI
+$2.41M
5
ABBV icon
AbbVie
ABBV
+$1.97M

Top Sells

1
+$3.54M
2
+$3.19M
3
+$3.18M
4
T icon
AT&T
T
+$2.83M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.83M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.24%
3 Consumer Staples 7.22%
4 Energy 6.62%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31K 0.01%
2,833
+173
277
$30K 0.01%
546
278
$30K 0.01%
2,903
+177
279
$30K 0.01%
191
-12
280
$29K 0.01%
339
281
$29K 0.01%
3,739
+224
282
$29K 0.01%
665
+4
283
$28K 0.01%
463
+63
284
$28K 0.01%
360
285
$28K 0.01%
913
-39
286
$28K 0.01%
383
-300
287
$28K 0.01%
1,035
-78
288
$28K 0.01%
2,054
289
$27K 0.01%
1,313
290
$27K 0.01%
848
291
$27K 0.01%
204
292
$27K 0.01%
1,253
-60
293
$26K 0.01%
1,619
-85
294
$25K 0.01%
236
+42
295
$25K 0.01%
881
+4
296
$25K 0.01%
1,437
+108
297
$25K 0.01%
510
298
$24K 0.01%
296
299
$24K 0.01%
410
300
$24K 0.01%
+229
10 11
12
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