RFM

Royal Fund Management Portfolio holdings

AUM $1.09B
1-Year Est. Return 24.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$1.94M
3
+$1.26M
4
UPS icon
United Parcel Service
UPS
+$1.02M
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Top Sells

1
+$2.55M
2
+$1.32M
3
+$846K
4
ABBV icon
AbbVie
ABBV
+$837K
5
XOM icon
Exxon Mobil
XOM
+$830K

Sector Composition

1 Technology 10.04%
2 Healthcare 8.86%
3 Consumer Staples 5.96%
4 Energy 5.78%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K ﹤0.01%
100
427
$9K ﹤0.01%
228
428
$9K ﹤0.01%
+25
429
$9K ﹤0.01%
55
+11
430
$9K ﹤0.01%
161
-1,494
431
$8K ﹤0.01%
2,210
+2,200
432
$8K ﹤0.01%
400
433
$8K ﹤0.01%
329
434
$8K ﹤0.01%
219
435
$8K ﹤0.01%
450
436
$8K ﹤0.01%
+1,300
437
$8K ﹤0.01%
156
+106
438
$8K ﹤0.01%
+200
439
$7K ﹤0.01%
+138
440
$7K ﹤0.01%
1,500
441
$7K ﹤0.01%
+241
442
$7K ﹤0.01%
402
443
$7K ﹤0.01%
164
+40
444
$7K ﹤0.01%
150
445
$7K ﹤0.01%
115
-30
446
$7K ﹤0.01%
50
-10
447
$7K ﹤0.01%
31
+23
448
$7K ﹤0.01%
554
449
$7K ﹤0.01%
387
-1
450
$6K ﹤0.01%
84
-84
16 17
18
19 20