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
$303M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1 +$5.35M
2 +$4.77M
3 +$3.96M
4
SLB icon
SLB Ltd
SLB
+$3.6M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.88M

Sector Composition

1 Technology 14.98%
2 Healthcare 10.39%
3 Energy 9.8%
4 Consumer Staples 8.28%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$13K ﹤0.01%
105
+20
327
$13K ﹤0.01%
363
328
$13K ﹤0.01%
116
+99
329
$13K ﹤0.01%
300
330
$13K ﹤0.01%
+583
331
$13K ﹤0.01%
+1,350
332
$13K ﹤0.01%
+1,500
333
$13K ﹤0.01%
326
334
$13K ﹤0.01%
+300
335
$13K ﹤0.01%
625
336
$12K ﹤0.01%
96
337
$12K ﹤0.01%
125
338
$12K ﹤0.01%
+230
339
$12K ﹤0.01%
+920
340
$12K ﹤0.01%
1,367
341
$12K ﹤0.01%
+314
342
$12K ﹤0.01%
733
-99
343
$12K ﹤0.01%
3,500
344
$12K ﹤0.01%
+400
345
$12K ﹤0.01%
159
-11
346
$12K ﹤0.01%
1,000
347
$11K ﹤0.01%
613
348
$11K ﹤0.01%
24
+6
349
$11K ﹤0.01%
114
350
$11K ﹤0.01%
+107