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
326
$7K ﹤0.01%
388
+50
327
$7K ﹤0.01%
+219
328
$7K ﹤0.01%
+269
329
$7K ﹤0.01%
94
330
$7K ﹤0.01%
98
331
$7K ﹤0.01%
+327
332
$7K ﹤0.01%
43
333
$7K ﹤0.01%
811
334
$6K ﹤0.01%
50
335
$6K ﹤0.01%
+100
336
$6K ﹤0.01%
1,682
337
$6K ﹤0.01%
500
338
$6K ﹤0.01%
400
339
$6K ﹤0.01%
41
340
$6K ﹤0.01%
298
341
$6K ﹤0.01%
1,500
342
$6K ﹤0.01%
+500
343
$6K ﹤0.01%
316
344
$6K ﹤0.01%
80
+6
345
$6K ﹤0.01%
50
346
$6K ﹤0.01%
+261
347
$6K ﹤0.01%
180
-161
348
$6K ﹤0.01%
380
349
$5K ﹤0.01%
65
350
$5K ﹤0.01%
100