RFM

Royal Fund Management Portfolio holdings

AUM $1.09B
1-Year Est. Return 24.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.62%
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
351
$5K ﹤0.01%
350
-37
352
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100
353
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31
354
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+109
355
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50
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356
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104
357
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566
358
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200
359
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601
360
$5K ﹤0.01%
647
361
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282
362
$5K ﹤0.01%
760
363
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135
364
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85
365
$4K ﹤0.01%
84
366
$4K ﹤0.01%
64
367
$4K ﹤0.01%
457
368
$4K ﹤0.01%
200
369
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136
370
$4K ﹤0.01%
297
+204
371
$4K ﹤0.01%
50
372
$4K ﹤0.01%
45
373
$4K ﹤0.01%
60
374
$4K ﹤0.01%
27
375
$4K ﹤0.01%
263
-24
13 14
15
16 17