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
$337M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$3.57M
3
+$2.75M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.55M
5
USRT icon
iShares Core US REIT ETF
USRT
+$2.3M

Top Sells

1
+$4.79M
2
+$2.73M
3
+$2.68M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M
5
NVS icon
Novartis
NVS
+$849K

Sector Composition

1 Technology 9.84%
2 Healthcare 7.74%
3 Consumer Staples 7.58%
4 Energy 7.56%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15K ﹤0.01%
440
+382
352
$15K ﹤0.01%
316
+2
353
$15K ﹤0.01%
229
-39
354
$14K ﹤0.01%
128
355
$14K ﹤0.01%
118
356
$14K ﹤0.01%
8
357
$14K ﹤0.01%
96
+1
358
$14K ﹤0.01%
1,367
359
$14K ﹤0.01%
611
+51
360
$14K ﹤0.01%
101
361
$14K ﹤0.01%
540
362
$14K ﹤0.01%
300
363
$14K ﹤0.01%
151
+1
364
$14K ﹤0.01%
168
-112
365
$14K ﹤0.01%
600
366
$14K ﹤0.01%
1,481
+700
367
$13K ﹤0.01%
2,266
+195
368
$13K ﹤0.01%
143
-23
369
$13K ﹤0.01%
+600
370
$13K ﹤0.01%
300
371
$13K ﹤0.01%
1,000
372
$13K ﹤0.01%
+265
373
$13K ﹤0.01%
+200
374
$12K ﹤0.01%
82
375
$12K ﹤0.01%
1,093
13 14
15
16 17