RFM

Royal Fund Management Portfolio holdings

AUM $1.09B
1-Year Est. Return 24.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.62%
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 Buys

1
+$6.12M
2
+$3.56M
3
+$2.63M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.51M
5
USRT icon
iShares Core US REIT ETF
USRT
+$2.31M

Top Sells

1
+$4.92M
2
+$2.68M
3
+$2.67M
4
AMGN icon
Amgen
AMGN
+$2.65M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M

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%
500
402
$8K ﹤0.01%
+542
403
$8K ﹤0.01%
+180
404
$7K ﹤0.01%
175
405
$7K ﹤0.01%
+222
406
$7K ﹤0.01%
+112
407
$7K ﹤0.01%
66
408
$7K ﹤0.01%
131
+126
409
$7K ﹤0.01%
554
410
$6K ﹤0.01%
566
411
$6K ﹤0.01%
185
412
$6K ﹤0.01%
78
413
$6K ﹤0.01%
1,150
414
$6K ﹤0.01%
136
415
$6K ﹤0.01%
50
416
$6K ﹤0.01%
1,701
417
$6K ﹤0.01%
+171
418
$6K ﹤0.01%
500
419
$6K ﹤0.01%
3,500
420
$6K ﹤0.01%
44
-84
421
$6K ﹤0.01%
381
-381
422
$6K ﹤0.01%
300
423
$6K ﹤0.01%
111
-77
424
$5K ﹤0.01%
1,500
425
$5K ﹤0.01%
+81
15 16
17
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