RFM

Royal Fund Management Portfolio holdings

AUM $938M
1-Year Est. Return 18.26%
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1 +$4.75M
2 +$4.34M
3 +$2.5M
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$2.45M
5
ABBV icon
AbbVie
ABBV
+$2.18M

Top Sells

1 +$3.58M
2 +$3.13M
3 +$3.05M
4
PFE icon
Pfizer
PFE
+$2.99M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.88M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.24%
3 Consumer Staples 7.22%
4 Energy 6.62%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$6K ﹤0.01%
3,500
427
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+42
428
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44
429
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1,500
430
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+100
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566
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124
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78
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435
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136
436
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180
437
$5K ﹤0.01%
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438
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+74
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400
440
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222
441
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+300
442
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+39
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+385
444
$5K ﹤0.01%
153
445
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30
446
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78
447
$5K ﹤0.01%
125
448
$5K ﹤0.01%
298
449
$5K ﹤0.01%
1,500
450
$5K ﹤0.01%
+210