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
326
$10K ﹤0.01%
+98
327
$10K ﹤0.01%
228
328
$10K ﹤0.01%
389
+1
329
$10K ﹤0.01%
209
330
$10K ﹤0.01%
94
-54
331
$10K ﹤0.01%
248
332
$10K ﹤0.01%
600
-25
333
$9K ﹤0.01%
+66
334
$9K ﹤0.01%
+824
335
$9K ﹤0.01%
235
-128
336
$9K ﹤0.01%
450
337
$9K ﹤0.01%
3,500
338
$9K ﹤0.01%
300
339
$9K ﹤0.01%
367
340
$9K ﹤0.01%
93
+11
341
$9K ﹤0.01%
454
-287
342
$9K ﹤0.01%
71
343
$9K ﹤0.01%
+542
344
$9K ﹤0.01%
549
-581
345
$9K ﹤0.01%
609
346
$8K ﹤0.01%
+500
347
$8K ﹤0.01%
+1,351
348
$8K ﹤0.01%
100
349
$8K ﹤0.01%
107
350
$8K ﹤0.01%
185
12 13
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