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
$699M
AUM Growth
-$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.7M
3
+$7.92M
4
MNDY icon
monday.com
MNDY
+$2.91M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.6M

Top Sells

1
+$10.2M
2
+$5.09M
3
+$5.05M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$4.85M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.27M

Sector Composition

1 Technology 16.41%
2 Healthcare 6.04%
3 Consumer Discretionary 5.39%
4 Industrials 4.58%
5 Energy 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.36M 1%
71,267
+242
27
$7.17M 0.97%
48,105
-1,326
28
$7.14M 0.97%
34,303
+246
29
$6.63M 0.9%
55,167
-10,344
30
$6M 0.81%
35,862
+15,373
31
$5.97M 0.81%
41,119
-2,213
32
$5.94M 0.8%
57,685
-32
33
$5.82M 0.79%
54,332
-4,346
34
$5.71M 0.77%
47,315
-2,881
35
$5.6M 0.76%
50,394
+1,741
36
$5.49M 0.74%
78,700
+12,141
37
$5.43M 0.73%
100,934
-5,300
38
$5.37M 0.73%
21,757
-1,432
39
$5.34M 0.72%
293,672
+6,592
40
$5.31M 0.72%
83,694
+3,381
41
$5.22M 0.71%
97,887
-5,070
42
$4.9M 0.66%
98,979
+2,260
43
$4.79M 0.65%
34,306
-1,704
44
$4.73M 0.64%
23,244
-500
45
$4.67M 0.63%
33,315
-3,307
46
$4.65M 0.63%
31,885
-2,171
47
$4.64M 0.63%
32,408
-13,811
48
$4.56M 0.62%
29,269
-441
49
$4.48M 0.61%
62,289
-14,087
50
$4.47M 0.6%
16,949
-635
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