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
$236M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1 +$6.4M
2 +$2.65M
3 +$2.18M
4
QCOM icon
Qualcomm
QCOM
+$2.03M
5
DUK icon
Duke Energy
DUK
+$1.78M

Top Sells

1 +$2.08M
2 +$1.44M
3 +$1.01M
4
DEO icon
Diageo
DEO
+$855K
5
SYY icon
Sysco
SYY
+$492K

Sector Composition

1 Consumer Staples 21.1%
2 Healthcare 14.95%
3 Technology 12.68%
4 Consumer Discretionary 11.17%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$6K ﹤0.01%
50
302
$6K ﹤0.01%
380
303
$6K ﹤0.01%
1,682
304
$6K ﹤0.01%
+500
305
$6K ﹤0.01%
400
306
$6K ﹤0.01%
300
-100
307
$5K ﹤0.01%
+65
308
$5K ﹤0.01%
+136
309
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50
310
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+31
311
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+80
312
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152
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338
+38
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41
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$5K ﹤0.01%
102
+24
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$5K ﹤0.01%
298
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89
+47
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$5K ﹤0.01%
104
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$5K ﹤0.01%
566
320
$5K ﹤0.01%
316
321
$5K ﹤0.01%
601
322
$5K ﹤0.01%
+104
323
$5K ﹤0.01%
647
324
$5K ﹤0.01%
+210
325
$5K ﹤0.01%
+135