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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
$245M
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$7.61M
3
+$7.55M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.74M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.4M

Top Sells

1
+$12M
2
+$9.86M
3
+$6.24M
4
DUK icon
Duke Energy
DUK
+$5.24M
5
MSFT icon
Microsoft
MSFT
+$5.15M

Sector Composition

1 Technology 10.12%
2 Healthcare 9.04%
3 Consumer Staples 7.11%
4 Industrials 5.69%
5 Communication Services 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9K ﹤0.01%
367
377
$9K ﹤0.01%
242
378
$9K ﹤0.01%
1,000
379
$9K ﹤0.01%
153
+1
380
$9K ﹤0.01%
248
381
$9K ﹤0.01%
7,650
382
$9K ﹤0.01%
1,000
383
$8K ﹤0.01%
100
-48
384
$8K ﹤0.01%
222
385
$8K ﹤0.01%
233
386
$8K ﹤0.01%
562
+162
387
$8K ﹤0.01%
28
-33
388
$8K ﹤0.01%
273
-10
389
$8K ﹤0.01%
400
390
$8K ﹤0.01%
136
391
$8K ﹤0.01%
500
392
$8K ﹤0.01%
240
+121
393
$8K ﹤0.01%
300
394
$8K ﹤0.01%
+590
395
$7K ﹤0.01%
126
-35
396
$7K ﹤0.01%
98
397
$7K ﹤0.01%
300
398
$7K ﹤0.01%
566
399
$7K ﹤0.01%
71
-21
400
$6K ﹤0.01%
164
14 15
16
17 18