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
$321M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.56M
3
+$3.81M
4
DAL icon
Delta Air Lines
DAL
+$3.26M
5
XHE icon
SPDR S&P Health Care Equipment ETF
XHE
+$2.44M

Top Sells

1
+$4.88M
2
+$3.83M
3
+$3.51M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.36M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.68M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.92%
3 Energy 9.11%
4 Consumer Discretionary 7.33%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14K ﹤0.01%
114
302
$14K ﹤0.01%
96
303
$14K ﹤0.01%
1,367
304
$14K ﹤0.01%
143
-336
305
$14K ﹤0.01%
173
306
$14K ﹤0.01%
+101
307
$14K ﹤0.01%
300
308
$14K ﹤0.01%
+495
309
$14K ﹤0.01%
150
310
$14K ﹤0.01%
106
311
$13K ﹤0.01%
189
-13
312
$13K ﹤0.01%
+399
313
$13K ﹤0.01%
43
-4
314
$13K ﹤0.01%
400
315
$13K ﹤0.01%
150
-11
316
$13K ﹤0.01%
147
+133
317
$12K ﹤0.01%
+84
318
$12K ﹤0.01%
+520
319
$12K ﹤0.01%
+168
320
$12K ﹤0.01%
+34
321
$11K ﹤0.01%
+128
322
$11K ﹤0.01%
173
+142
323
$11K ﹤0.01%
2,000
324
$11K ﹤0.01%
79
325
$10K ﹤0.01%
82
-23
11 12
13
14 15