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
$321M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.56M
3
+$3.81M
4
DAL icon
Delta Air Lines
DAL
+$3.26M
5
XHE icon
SPDR S&P Health Care Equipment ETF
XHE
+$2.44M

Top Sells

1
+$4.88M
2
+$3.83M
3
+$3.51M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.36M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.68M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.92%
3 Energy 9.11%
4 Consumer Discretionary 7.33%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
128
-104
452
$2K ﹤0.01%
92
+1
453
$2K ﹤0.01%
1,000
454
$2K ﹤0.01%
20
+13
455
$2K ﹤0.01%
36
-42,514
456
$2K ﹤0.01%
100
457
$2K ﹤0.01%
+1
458
$2K ﹤0.01%
237
459
$2K ﹤0.01%
293
460
$2K ﹤0.01%
32
461
$2K ﹤0.01%
608
-2,320
462
$2K ﹤0.01%
297
463
$2K ﹤0.01%
27
464
$2K ﹤0.01%
14
465
$2K ﹤0.01%
10
466
$2K ﹤0.01%
+1,000
467
$2K ﹤0.01%
1,000
468
$2K ﹤0.01%
37
469
$1K ﹤0.01%
+39
470
$1K ﹤0.01%
+40
471
$1K ﹤0.01%
+34
472
$1K ﹤0.01%
25
+10
473
$1K ﹤0.01%
100
474
$1K ﹤0.01%
163
475
$1K ﹤0.01%
25
-305
17 18
19
20 21