RFM

Royal Fund Management Portfolio holdings

AUM $1.09B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.7M

Top Sells

1
+$4.06M
2
+$3.82M
3
+$2.68M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.11M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.03M

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
$7K ﹤0.01%
542
403
$6K ﹤0.01%
316
404
$6K ﹤0.01%
1,603
405
$6K ﹤0.01%
78
406
$6K ﹤0.01%
175
407
$6K ﹤0.01%
+210
408
$6K ﹤0.01%
500
409
$6K ﹤0.01%
352
-38
410
$6K ﹤0.01%
244
411
$6K ﹤0.01%
554
412
$6K ﹤0.01%
180
413
$6K ﹤0.01%
300
414
$6K ﹤0.01%
309
415
$6K ﹤0.01%
+1,701
416
$5K ﹤0.01%
298
417
$5K ﹤0.01%
1,500
418
$5K ﹤0.01%
50
419
$5K ﹤0.01%
454
420
$5K ﹤0.01%
68
-25
421
$5K ﹤0.01%
283
422
$5K ﹤0.01%
331
423
$5K ﹤0.01%
448
424
$5K ﹤0.01%
1,000
425
$5K ﹤0.01%
60
+19
15 16
17
18 19