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
$247M
AUM Growth
-$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Sells

1 +$7.51M
2 +$6.2M
3 +$5.2M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.88M
5
MSFT icon
Microsoft
MSFT
+$3.68M

Sector Composition

1 Technology 11.63%
2 Healthcare 10%
3 Consumer Staples 9.2%
4 Energy 5.77%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$7K ﹤0.01%
400
377
$7K ﹤0.01%
454
378
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+118
379
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542
380
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+8
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390
+1
383
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+627
384
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219
+66
385
$7K ﹤0.01%
107
386
$7K ﹤0.01%
110
+31
387
$6K ﹤0.01%
+518
388
$6K ﹤0.01%
+283
389
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300
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390
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2,000
391
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170
+1
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395
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402
396
$6K ﹤0.01%
554
397
$6K ﹤0.01%
+270
398
$6K ﹤0.01%
+93
399
$6K ﹤0.01%
781
400
$6K ﹤0.01%
609