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
451
$6K ﹤0.01%
56
+37
452
$6K ﹤0.01%
300
453
$6K ﹤0.01%
171
454
$6K ﹤0.01%
448
455
$6K ﹤0.01%
222
456
$6K ﹤0.01%
500
457
$6K ﹤0.01%
+118
458
$6K ﹤0.01%
42
459
$6K ﹤0.01%
125
460
$6K ﹤0.01%
53
-25
461
$6K ﹤0.01%
298
462
$6K ﹤0.01%
+30
463
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566
464
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126
+2
465
$6K ﹤0.01%
78
466
$6K ﹤0.01%
136
467
$6K ﹤0.01%
300
468
$6K ﹤0.01%
180
469
$6K ﹤0.01%
+200
470
$6K ﹤0.01%
300
471
$6K ﹤0.01%
210
472
$5K ﹤0.01%
60
+28
473
$5K ﹤0.01%
113
-103
474
$5K ﹤0.01%
400
475
$5K ﹤0.01%
350
+50
17 18
19
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