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
$279M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Sells

1 +$6.57M
2 +$3.39M
3 +$2M
4
T icon
AT&T
T
+$1.04M
5
DEO icon
Diageo
DEO
+$570K

Sector Composition

1 Consumer Staples 15.3%
2 Technology 14.94%
3 Energy 10.16%
4 Consumer Discretionary 9.72%
5 Healthcare 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K ﹤0.01%
200
-100
402
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+245
403
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+384
404
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406
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407
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46
+30
408
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409
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+819
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+123
411
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412
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136
413
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414
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415
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416
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417
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609
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420
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43
421
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+49
422
$7K ﹤0.01%
152
423
$7K ﹤0.01%
+337
424
$7K ﹤0.01%
+124
425
$7K ﹤0.01%
+76