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
$251M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.68M
3
+$2.56M
4
TMUS icon
T-Mobile US
TMUS
+$1.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.7M

Top Sells

1
+$8.02M
2
+$3.14M
3
+$1.67M
4
GM icon
General Motors
GM
+$1.22M
5
T icon
AT&T
T
+$1.03M

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%
64
377
$4K ﹤0.01%
457
378
$4K ﹤0.01%
200
379
$4K ﹤0.01%
136
380
$4K ﹤0.01%
40
381
$4K ﹤0.01%
297
+204
382
$4K ﹤0.01%
25
-5
383
$4K ﹤0.01%
50
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%
56
394
$3K ﹤0.01%
31
+10
395
$3K ﹤0.01%
62
396
$3K ﹤0.01%
38
397
$3K ﹤0.01%
128
398
$3K ﹤0.01%
500
399
$2K ﹤0.01%
228
+28
400
$2K ﹤0.01%
500
14 15
16
17 18