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
$337M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Sells

1 +$4.79M
2 +$2.73M
3 +$2.68M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M
5
NVS icon
Novartis
NVS
+$849K

Sector Composition

1 Technology 9.84%
2 Healthcare 7.74%
3 Consumer Staples 7.58%
4 Energy 7.56%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K ﹤0.01%
136
402
$8K ﹤0.01%
402
403
$8K ﹤0.01%
+180
404
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66
405
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131
+126
406
$7K ﹤0.01%
554
407
$7K ﹤0.01%
175
408
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+222
409
$7K ﹤0.01%
+112
410
$6K ﹤0.01%
+171
411
$6K ﹤0.01%
500
412
$6K ﹤0.01%
3,500
413
$6K ﹤0.01%
78
414
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1,150
415
$6K ﹤0.01%
136
416
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381
-381
417
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300
418
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111
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1,701
420
$6K ﹤0.01%
44
-84
421
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566
422
$6K ﹤0.01%
185
423
$6K ﹤0.01%
50
424
$5K ﹤0.01%
+81
425
$5K ﹤0.01%
400