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RFM

Royal Fund Management Portfolio holdings

AUM $1.04B
1-Year Est. Return 26.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
-$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$4.12M
3
+$2.88M
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.22M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.2M

Top Sells

1
+$4.68M
2
+$3.15M
3
+$2.84M
4
KHC icon
Kraft Heinz
KHC
+$2.77M
5
ABBV icon
AbbVie
ABBV
+$2.51M

Sector Composition

1 Technology 16.64%
2 Consumer Staples 11.8%
3 Healthcare 11.7%
4 Energy 8.72%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
554
377
$6K ﹤0.01%
125
+103
378
$6K ﹤0.01%
90
-128
379
$6K ﹤0.01%
74
380
$6K ﹤0.01%
28
-999
381
$6K ﹤0.01%
+223
382
$6K ﹤0.01%
350
383
$6K ﹤0.01%
121
-197
384
$6K ﹤0.01%
500
-591
385
$6K ﹤0.01%
566
386
$6K ﹤0.01%
+100
387
$6K ﹤0.01%
300
388
$6K ﹤0.01%
380
389
$5K ﹤0.01%
+66
390
$5K ﹤0.01%
201
391
$5K ﹤0.01%
500
392
$5K ﹤0.01%
421
393
$5K ﹤0.01%
20
394
$5K ﹤0.01%
+60
395
$5K ﹤0.01%
298
396
$5K ﹤0.01%
1,500
397
$5K ﹤0.01%
136
398
$5K ﹤0.01%
130
399
$5K ﹤0.01%
61
-204
400
$5K ﹤0.01%
+38
14 15
16
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