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
$279M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Sells

1 +$6.57M
2 +$3.39M
3 +$2M
4
T icon
AT&T
T
+$1.04M
5
DEO icon
Diageo
DEO
+$570K

Sector Composition

1 Consumer Staples 15.3%
2 Technology 14.94%
3 Energy 10.16%
4 Consumer Discretionary 9.72%
5 Healthcare 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$9K ﹤0.01%
+103
377
$9K ﹤0.01%
+159
378
$9K ﹤0.01%
+168
379
$9K ﹤0.01%
+207
380
$9K ﹤0.01%
1,000
381
$9K ﹤0.01%
+1,491
382
$9K ﹤0.01%
+136
383
$9K ﹤0.01%
228
384
$9K ﹤0.01%
388
+3
385
$9K ﹤0.01%
86
386
$9K ﹤0.01%
271
+243
387
$9K ﹤0.01%
469
+81
388
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190
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389
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390
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+154
391
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+185
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600
393
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98
394
$9K ﹤0.01%
200
395
$9K ﹤0.01%
+48
396
$9K ﹤0.01%
400
397
$8K ﹤0.01%
+170
398
$8K ﹤0.01%
+281
399
$8K ﹤0.01%
+188
400
$8K ﹤0.01%
+397