RFM

Royal Fund Management Portfolio holdings

AUM $1.09B
1-Year Est. Return 24.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.62%
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
+$5.15M
2
+$2.65M
3
+$2.4M
4
TMUS icon
T-Mobile US
TMUS
+$1.99M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.68M

Top Sells

1
+$8.44M
2
+$3.1M
3
+$1.63M
4
GM icon
General Motors
GM
+$1.11M
5
T icon
AT&T
T
+$992K

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
376
$4K ﹤0.01%
181
-20
377
$4K ﹤0.01%
81
378
$4K ﹤0.01%
20
379
$4K ﹤0.01%
53
-197
380
$4K ﹤0.01%
532
381
$4K ﹤0.01%
78
-24
382
$4K ﹤0.01%
40
383
$4K ﹤0.01%
25
-5
384
$4K ﹤0.01%
+130
385
$4K ﹤0.01%
53
-53
386
$4K ﹤0.01%
74
387
$4K ﹤0.01%
+212
388
$4K ﹤0.01%
37
389
$3K ﹤0.01%
500
390
$3K ﹤0.01%
200
391
$3K ﹤0.01%
125
-25
392
$3K ﹤0.01%
128
393
$3K ﹤0.01%
128
394
$3K ﹤0.01%
500
395
$3K ﹤0.01%
56
396
$3K ﹤0.01%
31
+10
397
$3K ﹤0.01%
124
398
$3K ﹤0.01%
76
399
$2K ﹤0.01%
1,000
400
$2K ﹤0.01%
10
14 15
16
17 18