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

Top Buys

1
+$5.08M
2
+$4.56M
3
+$3.81M
4
DAL icon
Delta Air Lines
DAL
+$3.26M
5
XHE icon
SPDR S&P Health Care Equipment ETF
XHE
+$2.44M

Top Sells

1
+$4.88M
2
+$3.83M
3
+$3.51M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.36M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.68M

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%
263
-3,000
402
$4K ﹤0.01%
+82
403
$4K ﹤0.01%
+400
404
$4K ﹤0.01%
359
405
$4K ﹤0.01%
+500
406
$4K ﹤0.01%
365
407
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250
408
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83
-81
409
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128
-12
410
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+71
411
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146
-449
412
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401
-70
413
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56
414
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11
-9
415
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78
-174
416
$4K ﹤0.01%
200
417
$4K ﹤0.01%
+325
418
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130
419
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+35
420
$4K ﹤0.01%
27
-293
421
$4K ﹤0.01%
62
-48
422
$4K ﹤0.01%
38
-13
423
$4K ﹤0.01%
760
424
$4K ﹤0.01%
532
425
$3K ﹤0.01%
200
15 16
17
18 19