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RFM

Royal Fund Management Portfolio holdings

AUM $1.04B
1-Year Est. Return 26.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$830M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10.8M
3
+$8.82M
4
ARM icon
Arm
ARM
+$5.35M
5
RBLX icon
Roblox
RBLX
+$5.19M

Top Sells

1
+$14.4M
2
+$12.7M
3
+$10M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.43M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.23M

Sector Composition

1 Technology 21.69%
2 Financials 6.08%
3 Consumer Discretionary 5.67%
4 Industrials 5.29%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8M 0.96%
31,095
-10,857
27
$7.99M 0.96%
51,832
-41,908
28
$7.9M 0.95%
34,077
-12,087
29
$7.72M 0.93%
54,237
+24,807
30
$7.64M 0.92%
17,180
-4,170
31
$7.6M 0.92%
44,448
-4,375
32
$7.56M 0.91%
50,108
-3,338
33
$7.19M 0.87%
29,596
-7,715
34
$7.1M 0.85%
88,055
-19,950
35
$6.74M 0.81%
30,676
-3,196
36
$6.65M 0.8%
38,450
+2,279
37
$6.37M 0.77%
93,527
-29,849
38
$6.18M 0.74%
51,218
-30,764
39
$6.15M 0.74%
12,537
-24
40
$6.11M 0.74%
23,481
-4,495
41
$6.09M 0.73%
43,060
+36,700
42
$6.08M 0.73%
44,687
-4,830
43
$6.01M 0.72%
35,881
-22,918
44
$5.95M 0.72%
114,181
-27,832
45
$5.79M 0.7%
68,923
+17,437
46
$5.78M 0.7%
+41,724
47
$5.7M 0.69%
37,152
-12,665
48
$5.63M 0.68%
22,846
-4,259
49
$5.61M 0.68%
54,445
-34,143
50
$5.44M 0.66%
64,820
-3,853
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