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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
$180M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.4M
3
+$8.96M
4
ABBV icon
AbbVie
ABBV
+$8.63M
5
GIS icon
General Mills
GIS
+$8.23M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 33.41%
2 Consumer Discretionary 11.91%
3 Healthcare 11.88%
4 Communication Services 9.7%
5 Technology 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
+95
327
$3K ﹤0.01%
+56
328
$3K ﹤0.01%
+408
329
$3K ﹤0.01%
+79
330
$3K ﹤0.01%
+136
331
$3K ﹤0.01%
+59
332
$3K ﹤0.01%
+50
333
$3K ﹤0.01%
+100
334
$3K ﹤0.01%
+280
335
$3K ﹤0.01%
+47
336
$3K ﹤0.01%
+200
337
$3K ﹤0.01%
+50
338
$3K ﹤0.01%
+56
339
$3K ﹤0.01%
+155
340
$3K ﹤0.01%
+100
341
$3K ﹤0.01%
+64
342
$3K ﹤0.01%
+100
343
$3K ﹤0.01%
+76
344
$3K ﹤0.01%
+78
345
$3K ﹤0.01%
+125
346
$2K ﹤0.01%
+1,000
347
$2K ﹤0.01%
+292
348
$2K ﹤0.01%
+350
349
$2K ﹤0.01%
+132
350
$2K ﹤0.01%
+163
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