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
$337M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$3.56M
3
+$2.63M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.51M
5
USRT icon
iShares Core US REIT ETF
USRT
+$2.31M

Top Sells

1
+$4.92M
2
+$2.68M
3
+$2.67M
4
AMGN icon
Amgen
AMGN
+$2.65M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M

Sector Composition

1 Technology 9.84%
2 Healthcare 7.74%
3 Consumer Staples 7.58%
4 Energy 7.56%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K ﹤0.01%
328
+28
377
$12K ﹤0.01%
172
-390
378
$11K ﹤0.01%
+300
379
$11K ﹤0.01%
235
380
$11K ﹤0.01%
400
381
$11K ﹤0.01%
248
382
$10K ﹤0.01%
79
383
$10K ﹤0.01%
+75
384
$10K ﹤0.01%
367
385
$10K ﹤0.01%
400
386
$10K ﹤0.01%
216
387
$10K ﹤0.01%
450
388
$10K ﹤0.01%
247
-170
389
$10K ﹤0.01%
510
-691
390
$10K ﹤0.01%
+400
391
$9K ﹤0.01%
+329
392
$9K ﹤0.01%
450
393
$9K ﹤0.01%
66
-8
394
$9K ﹤0.01%
98
395
$9K ﹤0.01%
390
+1
396
$8K ﹤0.01%
126
397
$8K ﹤0.01%
136
398
$8K ﹤0.01%
402
399
$8K ﹤0.01%
+100
400
$8K ﹤0.01%
228
14 15
16
17 18