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
$314M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1 +$8.17M
2 +$4.75M
3 +$4.16M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.71M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.7M

Sector Composition

1 Technology 11.75%
2 Healthcare 9.42%
3 Energy 8.03%
4 Consumer Staples 7.92%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
781
402
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403
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175
404
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+210
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406
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408
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1,603
409
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410
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411
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412
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413
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+1,701
416
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331
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1,000
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60
+19
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+91
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84
422
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45
423
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153
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424
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532
425
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30