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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
$207M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$4.75M
3
+$2.21M
4
DUK icon
Duke Energy
DUK
+$1.84M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.53M

Top Sells

1
+$7.68M
2
+$1.61M
3
+$1.16M
4
KO icon
Coca-Cola
KO
+$1.08M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$662K

Sector Composition

1 Consumer Staples 25.24%
2 Healthcare 15.06%
3 Consumer Discretionary 11.28%
4 Technology 10.29%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
25
402
$1K ﹤0.01%
+1,151
403
$1K ﹤0.01%
32
404
$1K ﹤0.01%
+64
405
$1K ﹤0.01%
110
406
$1K ﹤0.01%
19
-60
407
$1K ﹤0.01%
+12
408
– –
-428
409
$0 ﹤0.01%
8
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410
$0 ﹤0.01%
10
411
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412
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0
413
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1
414
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415
$0 ﹤0.01%
50
416
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417
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418
$0 ﹤0.01%
30
419
$0 ﹤0.01%
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420
$0 ﹤0.01%
10
421
$0 ﹤0.01%
10
422
– –
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423
– –
-120
424
$0 ﹤0.01%
14
425
– –
-72
15 16
17
18 19