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
$251M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.68M
3
+$2.56M
4
TMUS icon
T-Mobile US
TMUS
+$1.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.7M

Top Sells

1
+$8.02M
2
+$3.14M
3
+$1.67M
4
GM icon
General Motors
GM
+$1.22M
5
T icon
AT&T
T
+$1.03M

Sector Composition

1 Consumer Staples 15.01%
2 Healthcare 14.43%
3 Technology 12.16%
4 Energy 10.52%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
34
+5
402
$2K ﹤0.01%
21
403
$2K ﹤0.01%
10
404
$2K ﹤0.01%
51
405
$2K ﹤0.01%
75
406
$2K ﹤0.01%
56
-21
407
$2K ﹤0.01%
+42
408
$2K ﹤0.01%
500
409
$2K ﹤0.01%
100
410
$2K ﹤0.01%
1,151
411
$2K ﹤0.01%
16
412
$2K ﹤0.01%
500
413
$2K ﹤0.01%
43
-46
414
$2K ﹤0.01%
237
415
$2K ﹤0.01%
+42
416
$2K ﹤0.01%
19
+4
417
$2K ﹤0.01%
163
+99
418
$2K ﹤0.01%
1,000
419
$2K ﹤0.01%
224
420
$2K ﹤0.01%
1,138
421
$2K ﹤0.01%
292
422
$2K ﹤0.01%
408
-116
423
$1K ﹤0.01%
19
424
$1K ﹤0.01%
20
+8
425
$1K ﹤0.01%
500
15 16
17
18 19