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

Top Buys

1
+$5.15M
2
+$2.65M
3
+$2.4M
4
TMUS icon
T-Mobile US
TMUS
+$1.99M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.68M

Top Sells

1
+$8.44M
2
+$3.1M
3
+$1.63M
4
GM icon
General Motors
GM
+$1.11M
5
T icon
AT&T
T
+$992K

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%
+219
327
$7K ﹤0.01%
+269
328
$7K ﹤0.01%
94
329
$7K ﹤0.01%
98
330
$7K ﹤0.01%
43
331
$7K ﹤0.01%
811
332
$7K ﹤0.01%
53
-39
333
$7K ﹤0.01%
152
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%
104
350
$5K ﹤0.01%
566
12 13
14
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