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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
$279M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.46M
3
+$1.46M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.37M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$841K

Top Sells

1
+$6.79M
2
+$3.54M
3
+$2.33M
4
T icon
AT&T
T
+$968K
5
DEO icon
Diageo
DEO
+$538K

Sector Composition

1 Consumer Staples 15.3%
2 Technology 14.94%
3 Energy 10.16%
4 Consumer Discretionary 9.72%
5 Healthcare 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6K ﹤0.01%
+444
452
$6K ﹤0.01%
+419
453
$6K ﹤0.01%
+147
454
$6K ﹤0.01%
+106
455
$6K ﹤0.01%
50
456
$6K ﹤0.01%
+682
457
$6K ﹤0.01%
31
458
$6K ﹤0.01%
+54
459
$6K ﹤0.01%
100
460
$6K ﹤0.01%
+164
461
$6K ﹤0.01%
500
462
$6K ﹤0.01%
+133
463
$6K ﹤0.01%
50
464
$6K ﹤0.01%
380
465
$6K ﹤0.01%
+83
466
$6K ﹤0.01%
+79
467
$6K ﹤0.01%
316
468
$5K ﹤0.01%
74
469
$5K ﹤0.01%
+45
470
$5K ﹤0.01%
+81
471
$5K ﹤0.01%
+339
472
$5K ﹤0.01%
+25
473
$5K ﹤0.01%
+584
474
$5K ﹤0.01%
+101
475
$5K ﹤0.01%
136
17 18
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