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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
$236M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$2.61M
3
+$2.16M
4
QCOM icon
Qualcomm
QCOM
+$2.05M
5
DUK icon
Duke Energy
DUK
+$1.79M

Top Sells

1
+$2.14M
2
+$1.42M
3
+$1.05M
4
DEO icon
Diageo
DEO
+$849K
5
SYY icon
Sysco
SYY
+$522K

Sector Composition

1 Consumer Staples 21.1%
2 Healthcare 14.95%
3 Technology 12.68%
4 Consumer Discretionary 11.17%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
40
+31
352
$4K ﹤0.01%
85
-10
353
$3K ﹤0.01%
77
+21
354
$3K ﹤0.01%
76
355
$3K ﹤0.01%
+89
356
$3K ﹤0.01%
56
357
$3K ﹤0.01%
64
358
$3K ﹤0.01%
+27
359
$3K ﹤0.01%
+38
360
$3K ﹤0.01%
200
361
$3K ﹤0.01%
37
+27
362
$3K ﹤0.01%
+19
363
$3K ﹤0.01%
128
364
$3K ﹤0.01%
+33
365
$3K ﹤0.01%
155
366
$3K ﹤0.01%
457
367
$3K ﹤0.01%
124
368
$2K ﹤0.01%
+34
369
$2K ﹤0.01%
+222
370
$2K ﹤0.01%
1,000
371
$2K ﹤0.01%
+101
372
$2K ﹤0.01%
+46
373
$2K ﹤0.01%
+224
374
$2K ﹤0.01%
1,138
375
$2K ﹤0.01%
+102
13 14
15
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