RFM

Royal Fund Management Portfolio holdings

AUM $830M
1-Year Est. Return 23.12%
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1 +$4.75M
2 +$4.34M
3 +$2.5M
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$2.45M
5
ABBV icon
AbbVie
ABBV
+$2.18M

Top Sells

1 +$3.58M
2 +$3.13M
3 +$3.05M
4
PFE icon
Pfizer
PFE
+$2.99M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.88M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.24%
3 Consumer Staples 7.22%
4 Energy 6.62%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K ﹤0.01%
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402
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66
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417
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388
+7
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+150
420
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421
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171
422
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+139
423
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+14
424
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448
425
$6K ﹤0.01%
1,000