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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
$321M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.57M
3
+$3.86M
4
DAL icon
Delta Air Lines
DAL
+$3.1M
5
XHE icon
State Street SPDR S&P Health Care Equipment ETF
XHE
+$2.33M

Top Sells

1
+$4.97M
2
+$4.17M
3
+$3.51M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.37M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.03M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.92%
3 Energy 9.11%
4 Consumer Discretionary 7.33%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
128
-12
402
$4K ﹤0.01%
56
403
$4K ﹤0.01%
532
404
$4K ﹤0.01%
11
-9
405
$4K ﹤0.01%
78
-174
406
$4K ﹤0.01%
60
407
$4K ﹤0.01%
50
408
$4K ﹤0.01%
263
-3,000
409
$4K ﹤0.01%
+82
410
$4K ﹤0.01%
365
411
$4K ﹤0.01%
+71
412
$4K ﹤0.01%
146
-449
413
$4K ﹤0.01%
401
-70
414
$4K ﹤0.01%
200
415
$4K ﹤0.01%
+325
416
$4K ﹤0.01%
130
417
$4K ﹤0.01%
+35
418
$4K ﹤0.01%
27
-293
419
$4K ﹤0.01%
124
-96
420
$4K ﹤0.01%
76
-26
421
$4K ﹤0.01%
760
422
$4K ﹤0.01%
+400
423
$4K ﹤0.01%
359
424
$4K ﹤0.01%
+500
425
$3K ﹤0.01%
83
-236
15 16
17
18 19