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
$314M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.75%
2 Healthcare 9.42%
3 Energy 8.03%
4 Consumer Staples 7.92%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$5K ﹤0.01%
532
427
$5K ﹤0.01%
30
428
$5K ﹤0.01%
143
429
$5K ﹤0.01%
381
430
$5K ﹤0.01%
1,500
431
$5K ﹤0.01%
60
432
$5K ﹤0.01%
125
433
$5K ﹤0.01%
298
434
$5K ﹤0.01%
1,500
435
$5K ﹤0.01%
76
436
$5K ﹤0.01%
566
437
$5K ﹤0.01%
124
438
$5K ﹤0.01%
1,150
439
$5K ﹤0.01%
136
440
$5K ﹤0.01%
+30
441
$5K ﹤0.01%
50
442
$5K ﹤0.01%
454
443
$5K ﹤0.01%
+377
444
$4K ﹤0.01%
400
445
$4K ﹤0.01%
133
446
$4K ﹤0.01%
359
447
$4K ﹤0.01%
365
448
$4K ﹤0.01%
239
+74
449
$4K ﹤0.01%
83
450
$4K ﹤0.01%
50