RFM
Royal Fund Management Portfolio holdings
AUM
$938M
1-Year Est. Return
18.26%
1 Year Est. Return
+18.26%
AUM
$938M
AUM Growth
+$98.1M
(+12%)
Holding
269
Top Buys
| 1 | +$23.5M | |
| 2 | +$16.7M | |
| 3 | +$16.6M | |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$13.8M |
| 5 |
Microsoft
MSFT
|
+$12.8M |
Top Sells
| 1 | +$20M | |
| 2 | +$19.4M | |
| 3 | +$14.6M | |
| 4 |
iShares US Industrials ETF
IYJ
|
+$13.4M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$9.48M |
Sector Composition
| 1 | Technology | 20.18% |
| 2 | Financials | 5.83% |
| 3 | Consumer Discretionary | 5.42% |
| 4 | Industrials | 4.96% |
| 5 | Healthcare | 4.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Walmart
WMT
$846B
| $8.67M | 0.86% |
88,588
+16,018
|
|
||
27
RTX Corp
RTX
$240B
| $8.59M | 0.85% |
58,799
-1,071
|
|
||
28
AbbVie
ABBV
$403B
| $8.57M | 0.85% |
46,164
+3,165
|
|
||
29
Alphabet (Google) Class A
GOOGL
$3.14T
| $8.26M | 0.82% |
46,841
+10,175
|
|
||
30
Apple
AAPL
$3.9T
| $8.16M | 0.81% |
39,772
-4,973
|
|
||
31
IBM
IBM
$287B
| $8.14M | 0.81% |
27,605
-1,338
|
|
||
32
iShares Russell 2000 ETF
IWM
$71.6B
| $8.07M | 0.8% |
37,311
+750
|
|
||
33
Vanguard Mega Cap Growth ETF
MGK
$31.6B
| $7.92M | 0.79% |
21,601
-636
|
|
||
34
iShares MSCI India ETF
INDA
$9.58B
| $7.91M | 0.79% |
142,013
+2,589
|
|
||
35
iShares Core Dividend Growth ETF
DGRO
$35.8B
| $7.89M | 0.78% |
123,376
+2,071
|
|
||
36
Amazon
AMZN
$2.39T
| $7.43M | 0.74% |
33,872
+362
|
|
||
37
Blackstone
BX
$121B
| $7.31M | 0.73% |
48,823
+3,073
|
|
||
38
SPDR S&P Capital Markets ETF
KCE
$615M
| $7.24M | 0.72% |
49,817
+1,258
|
|
||
39
Darden Restaurants
DRI
$21.5B
| $7.23M | 0.72% |
33,185
+1,234
|
|
||
40
Vanguard Health Care ETF
VHT
$16.2B
| $6.96M | 0.69% |
27,976
+400
|
|
||
41
Vertiv
VRT
$71.1B
| $6.86M | 0.68% |
53,446
-7,903
|
|
||
42
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
| $6.86M | 0.68% |
148,296
+4,655
|
|
||
43
Tesla
TSLA
$1.44T
| $6.78M | 0.67% |
21,350
-247
|
|
||
44
CrowdStrike
CRWD
$132B
| $6.4M | 0.64% |
12,561
-342
|
|
||
45
Digital Realty Trust
DLR
$61.5B
| $6.31M | 0.63% |
36,171
+1,533
|
|
||
46
AT&T
T
$179B
| $6.3M | 0.63% |
217,644
-11,673
|
|
||
47
Amgen
AMGN
$157B
| $6.2M | 0.62% |
22,184
+2,388
|
|
||
48
3M
MMM
$89.5B
| $6.11M | 0.61% |
40,088
+67
|
|
||
49
Phillips 66
PSX
$54.5B
| $5.91M | 0.59% |
49,517
+2,531
|
|
||
50
Oneok
OKE
$43.2B
| $5.77M | 0.57% |
70,703
+2,281
|
|