We are live on ! Find out more
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
$279M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.46M
3
+$1.46M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.37M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$841K

Top Sells

1
+$6.79M
2
+$3.54M
3
+$2.33M
4
T icon
AT&T
T
+$968K
5
DEO icon
Diageo
DEO
+$538K

Sector Composition

1 Consumer Staples 15.3%
2 Technology 14.94%
3 Energy 10.16%
4 Consumer Discretionary 9.72%
5 Healthcare 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7K ﹤0.01%
+102
427
$7K ﹤0.01%
+161
428
$7K ﹤0.01%
158
+54
429
$7K ﹤0.01%
352
-144
430
$7K ﹤0.01%
+361
431
$7K ﹤0.01%
+500
432
$7K ﹤0.01%
+138
433
$7K ﹤0.01%
+137
434
$7K ﹤0.01%
+554
435
$7K ﹤0.01%
+159
436
$6K ﹤0.01%
+208
437
$6K ﹤0.01%
+318
438
$6K ﹤0.01%
+83
439
$6K ﹤0.01%
+50
440
$6K ﹤0.01%
+150
441
$6K ﹤0.01%
+128
442
$6K ﹤0.01%
+121
443
$6K ﹤0.01%
+4
444
$6K ﹤0.01%
421
+21
445
$6K ﹤0.01%
+350
446
$6K ﹤0.01%
+126
447
$6K ﹤0.01%
298
448
$6K ﹤0.01%
1,500
449
$6K ﹤0.01%
+275
450
$6K ﹤0.01%
74
-6
16 17
18
19 20