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
$337M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Sells

1 +$4.79M
2 +$2.73M
3 +$2.68M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M
5
NVS icon
Novartis
NVS
+$849K

Sector Composition

1 Technology 9.84%
2 Healthcare 7.74%
3 Consumer Staples 7.58%
4 Energy 7.56%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$5K ﹤0.01%
125
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428
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1,500
429
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1,000
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436
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-100
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448
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601
+1
449
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5
-2
450
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263