RFM

Royal Fund Management Portfolio holdings

AUM $830M
1-Year Est. Return 23.12%
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$4.75M
3
+$4.16M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.71M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.7M

Top Sells

1
+$4.06M
2
+$3.82M
3
+$2.68M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.11M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.03M

Sector Composition

1 Technology 11.75%
2 Healthcare 9.42%
3 Energy 8.03%
4 Consumer Staples 7.92%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12K ﹤0.01%
150
-102
352
$12K ﹤0.01%
898
+380
353
$12K ﹤0.01%
+560
354
$12K ﹤0.01%
+2,071
355
$12K ﹤0.01%
+426
356
$12K ﹤0.01%
300
357
$12K ﹤0.01%
400
358
$12K ﹤0.01%
1,000
+300
359
$11K ﹤0.01%
495
360
$11K ﹤0.01%
82
361
$11K ﹤0.01%
399
362
$11K ﹤0.01%
43
363
$11K ﹤0.01%
248
364
$10K ﹤0.01%
224
+15
365
$10K ﹤0.01%
300
366
$10K ﹤0.01%
540
367
$10K ﹤0.01%
79
368
$10K ﹤0.01%
188
-151
369
$10K ﹤0.01%
216
+107
370
$10K ﹤0.01%
+368
371
$10K ﹤0.01%
450
372
$9K ﹤0.01%
74
373
$9K ﹤0.01%
824
374
$9K ﹤0.01%
235
375
$9K ﹤0.01%
500
13 14
15
16 17