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
$274M
AUM Growth
-$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$4.12M
3
+$2.88M
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.22M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.2M

Top Sells

1
+$4.68M
2
+$3.15M
3
+$2.84M
4
KHC icon
Kraft Heinz
KHC
+$2.77M
5
ABBV icon
AbbVie
ABBV
+$2.51M

Sector Composition

1 Technology 16.64%
2 Consumer Staples 11.8%
3 Healthcare 11.7%
4 Energy 8.72%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
200
427
$3K ﹤0.01%
+78
428
$3K ﹤0.01%
128
429
$3K ﹤0.01%
36
-31
430
$3K ﹤0.01%
136
431
$3K ﹤0.01%
43
432
$3K ﹤0.01%
1,000
-2,000
433
$3K ﹤0.01%
33
-195
434
$3K ﹤0.01%
30
-85
435
$3K ﹤0.01%
168
-184
436
$3K ﹤0.01%
+59
437
$3K ﹤0.01%
237
438
$3K ﹤0.01%
56
439
$3K ﹤0.01%
37
440
$3K ﹤0.01%
760
441
$3K ﹤0.01%
224
442
$2K ﹤0.01%
48
-116
443
$2K ﹤0.01%
34
-161
444
$2K ﹤0.01%
21
-204
445
$2K ﹤0.01%
10
446
$2K ﹤0.01%
128
-67
447
$2K ﹤0.01%
500
448
$2K ﹤0.01%
56
449
$2K ﹤0.01%
+54
450
$2K ﹤0.01%
32
-3
16 17
18
19 20