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RFM

Royal Fund Management Portfolio holdings

AUM $1.04B
1-Year Est. Return 26.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$2.61M
3
+$2.16M
4
QCOM icon
Qualcomm
QCOM
+$2.05M
5
DUK icon
Duke Energy
DUK
+$1.79M

Top Sells

1
+$2.14M
2
+$1.42M
3
+$1.05M
4
DEO icon
Diageo
DEO
+$849K
5
SYY icon
Sysco
SYY
+$522K

Sector Composition

1 Consumer Staples 21.1%
2 Healthcare 14.95%
3 Technology 12.68%
4 Consumer Discretionary 11.17%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
93
427
$1K ﹤0.01%
+29
428
$1K ﹤0.01%
106
429
$1K ﹤0.01%
19
430
$1K ﹤0.01%
90
431
$1K ﹤0.01%
+32
432
$1K ﹤0.01%
295
433
$1K ﹤0.01%
+9
434
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+23
435
$0 ﹤0.01%
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436
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437
– –
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443
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$0 ﹤0.01%
100
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