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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
$321M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.57M
3
+$3.86M
4
DAL icon
Delta Air Lines
DAL
+$3.1M
5
XHE icon
State Street SPDR S&P Health Care Equipment ETF
XHE
+$2.33M

Top Sells

1
+$4.97M
2
+$4.17M
3
+$3.51M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.37M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.03M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.92%
3 Energy 9.11%
4 Consumer Discretionary 7.33%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
54
427
$3K ﹤0.01%
601
428
$3K ﹤0.01%
212
-3
429
$3K ﹤0.01%
+720
430
$3K ﹤0.01%
+64
431
$3K ﹤0.01%
+500
432
$3K ﹤0.01%
+100
433
$3K ﹤0.01%
200
434
$3K ﹤0.01%
62
435
$3K ﹤0.01%
81
436
$3K ﹤0.01%
128
437
$3K ﹤0.01%
31
-29
438
$3K ﹤0.01%
60
+1
439
$3K ﹤0.01%
1
440
$3K ﹤0.01%
+275
441
$2K ﹤0.01%
92
+1
442
$2K ﹤0.01%
100
443
$2K ﹤0.01%
+1
444
$2K ﹤0.01%
500
445
$2K ﹤0.01%
29
446
$2K ﹤0.01%
39
-39
447
$2K ﹤0.01%
10
448
$2K ﹤0.01%
+200
449
$2K ﹤0.01%
50
450
$2K ﹤0.01%
237
16 17
18
19 20