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
$251M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.68M
3
+$2.56M
4
TMUS icon
T-Mobile US
TMUS
+$1.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.7M

Top Sells

1
+$8.02M
2
+$3.14M
3
+$1.67M
4
GM icon
General Motors
GM
+$1.22M
5
T icon
AT&T
T
+$1.03M

Sector Composition

1 Consumer Staples 15.01%
2 Healthcare 14.43%
3 Technology 12.16%
4 Energy 10.52%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10K ﹤0.01%
+145
302
$10K ﹤0.01%
223
303
$10K ﹤0.01%
200
-18
304
$10K ﹤0.01%
1,209
+213
305
$10K ﹤0.01%
741
306
$10K ﹤0.01%
1,000
307
$9K ﹤0.01%
363
308
$9K ﹤0.01%
228
309
$9K ﹤0.01%
86
310
$9K ﹤0.01%
600
311
$9K ﹤0.01%
200
312
$9K ﹤0.01%
127
-62
313
$9K ﹤0.01%
248
314
$9K ﹤0.01%
+62
315
$9K ﹤0.01%
111
316
$9K ﹤0.01%
+88
317
$8K ﹤0.01%
+73
318
$8K ﹤0.01%
385
-4
319
$8K ﹤0.01%
300
320
$8K ﹤0.01%
167
-43
321
$8K ﹤0.01%
+368
322
$8K ﹤0.01%
+136
323
$8K ﹤0.01%
609
324
$7K ﹤0.01%
53
-39
325
$7K ﹤0.01%
152
11 12
13
14 15