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
$303M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$4.84M
3
+$4.06M
4
SLB icon
SLB Ltd
SLB
+$3.69M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.8M

Top Sells

1
+$6.04M
2
+$2.64M
3
+$1.59M
4
GILD icon
Gilead Sciences
GILD
+$1.52M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.34M

Sector Composition

1 Technology 14.98%
2 Healthcare 10.39%
3 Energy 9.8%
4 Consumer Staples 8.28%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
200
452
$3K ﹤0.01%
250
+150
453
$3K ﹤0.01%
23
+15
454
$3K ﹤0.01%
+62
455
$3K ﹤0.01%
81
456
$3K ﹤0.01%
128
457
$3K ﹤0.01%
56
458
$3K ﹤0.01%
1,000
459
$3K ﹤0.01%
59
460
$3K ﹤0.01%
+100
461
$3K ﹤0.01%
297
462
$3K ﹤0.01%
68
-83
463
$3K ﹤0.01%
215
464
$3K ﹤0.01%
282
465
$2K ﹤0.01%
22
-100
466
$2K ﹤0.01%
35
+25
467
$2K ﹤0.01%
62
468
$2K ﹤0.01%
+292
469
$2K ﹤0.01%
1,000
470
$2K ﹤0.01%
500
471
$2K ﹤0.01%
10
472
$2K ﹤0.01%
500
473
$2K ﹤0.01%
+25
474
$2K ﹤0.01%
48
475
$2K ﹤0.01%
19
-400
17 18
19
20 21