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

Top Buys

1
+$5.96M
2
+$3.57M
3
+$2.75M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.55M
5
USRT icon
iShares Core US REIT ETF
USRT
+$2.3M

Top Sells

1
+$4.79M
2
+$2.73M
3
+$2.68M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M
5
NVS icon
Novartis
NVS
+$849K

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%
235
379
$11K ﹤0.01%
400
380
$11K ﹤0.01%
248
381
$11K ﹤0.01%
+300
382
$10K ﹤0.01%
216
383
$10K ﹤0.01%
450
384
$10K ﹤0.01%
+75
385
$10K ﹤0.01%
367
386
$10K ﹤0.01%
400
387
$10K ﹤0.01%
79
388
$10K ﹤0.01%
247
-170
389
$10K ﹤0.01%
510
-691
390
$10K ﹤0.01%
+400
391
$9K ﹤0.01%
66
-8
392
$9K ﹤0.01%
98
393
$9K ﹤0.01%
390
+1
394
$9K ﹤0.01%
450
395
$9K ﹤0.01%
+329
396
$8K ﹤0.01%
+100
397
$8K ﹤0.01%
228
398
$8K ﹤0.01%
500
399
$8K ﹤0.01%
126
400
$8K ﹤0.01%
+542
14 15
16
17 18