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

Top Sells

1
+$6.07M
2
+$2.64M
3
+$1.52M
4
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$1.46M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.34M

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
351
$11K ﹤0.01%
300
352
$11K ﹤0.01%
540
353
$11K ﹤0.01%
200
354
$11K ﹤0.01%
1,155
355
$11K ﹤0.01%
+700
356
$10K ﹤0.01%
228
357
$10K ﹤0.01%
+229
358
$10K ﹤0.01%
+209
359
$10K ﹤0.01%
78
-53
360
$10K ﹤0.01%
100
361
$10K ﹤0.01%
79
+29
362
$10K ﹤0.01%
+430
363
$9K ﹤0.01%
+540
364
$9K ﹤0.01%
1,000
+114
365
$9K ﹤0.01%
248
366
$9K ﹤0.01%
+150
367
$9K ﹤0.01%
450
368
$9K ﹤0.01%
86
369
$9K ﹤0.01%
+367
370
$9K ﹤0.01%
625
371
$9K ﹤0.01%
82
372
$9K ﹤0.01%
415
-1,000
373
$8K ﹤0.01%
137
374
$8K ﹤0.01%
164
+137
375
$8K ﹤0.01%
388
13 14
15
16 17