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

Top Buys

1
+$5.87M
2
+$2.68M
3
+$2.56M
4
TMUS icon
T-Mobile US
TMUS
+$1.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.7M

Top Sells

1
+$8.02M
2
+$3.14M
3
+$1.67M
4
GM icon
General Motors
GM
+$1.22M
5
T icon
AT&T
T
+$1.03M

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%
31
352
$5K ﹤0.01%
+109
353
$5K ﹤0.01%
201
354
$5K ﹤0.01%
350
-37
355
$5K ﹤0.01%
50
-205
356
$5K ﹤0.01%
104
357
$5K ﹤0.01%
566
358
$5K ﹤0.01%
200
359
$5K ﹤0.01%
601
360
$5K ﹤0.01%
647
361
$5K ﹤0.01%
282
362
$5K ﹤0.01%
760
363
$5K ﹤0.01%
135
364
$5K ﹤0.01%
85
365
$4K ﹤0.01%
45
366
$4K ﹤0.01%
60
367
$4K ﹤0.01%
27
368
$4K ﹤0.01%
263
-24
369
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181
-20
370
$4K ﹤0.01%
81
371
$4K ﹤0.01%
20
372
$4K ﹤0.01%
53
-197
373
$4K ﹤0.01%
532
374
$4K ﹤0.01%
78
-24
375
$4K ﹤0.01%
420
13 14
15
16 17