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
$247M
AUM Growth
-$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Sells

1 +$7.51M
2 +$6.2M
3 +$5.2M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.88M
5
MSFT icon
Microsoft
MSFT
+$3.68M

Sector Composition

1 Technology 11.63%
2 Healthcare 10%
3 Consumer Staples 9.2%
4 Energy 5.77%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$9K ﹤0.01%
+396
352
$9K ﹤0.01%
123
+63
353
$9K ﹤0.01%
+115
354
$8K ﹤0.01%
824
355
$8K ﹤0.01%
+404
356
$8K ﹤0.01%
235
357
$8K ﹤0.01%
98
358
$8K ﹤0.01%
+86
359
$8K ﹤0.01%
390
+2
360
$8K ﹤0.01%
450
361
$8K ﹤0.01%
3,500
362
$8K ﹤0.01%
500
363
$8K ﹤0.01%
1,351
364
$8K ﹤0.01%
+133
365
$8K ﹤0.01%
+633
366
$8K ﹤0.01%
+142
367
$8K ﹤0.01%
+340
368
$8K ﹤0.01%
135
+108
369
$8K ﹤0.01%
93
370
$8K ﹤0.01%
+160
371
$8K ﹤0.01%
71
372
$8K ﹤0.01%
+149
373
$7K ﹤0.01%
+134
374
$7K ﹤0.01%
367
375
$7K ﹤0.01%
136