We are live on ! Find out more
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
$251M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$2.65M
3
+$2.4M
4
TMUS icon
T-Mobile US
TMUS
+$1.99M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.68M

Top Sells

1
+$8.44M
2
+$3.1M
3
+$1.63M
4
GM icon
General Motors
GM
+$1.11M
5
T icon
AT&T
T
+$992K

Sector Composition

1 Consumer Staples 15.01%
2 Healthcare 14.43%
3 Technology 12.16%
4 Energy 10.52%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-450
477
$0 ﹤0.01%
26
478
$0 ﹤0.01%
+14
479
$0 ﹤0.01%
21
-68
480
– –
-23
481
$0 ﹤0.01%
40
482
– –
-634
483
$0 ﹤0.01%
+5
484
$0 ﹤0.01%
10
485
$0 ﹤0.01%
7
486
– –
-7
487
– –
-9
488
$0 ﹤0.01%
22
489
$0 ﹤0.01%
43
490
– –
-22
491
$0 ﹤0.01%
10
-321
492
$0 ﹤0.01%
93
493
– –
-10
494
– –
0
495
– –
-44
496
– –
-30
497
– –
0
498
$0 ﹤0.01%
40
499
$0 ﹤0.01%
+16
500
$0 ﹤0.01%
+6
18 19
20
21 22