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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
$279M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.46M
3
+$1.46M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.37M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$841K

Top Sells

1
+$6.79M
2
+$3.54M
3
+$2.33M
4
T icon
AT&T
T
+$968K
5
DEO icon
Diageo
DEO
+$538K

Sector Composition

1 Consumer Staples 15.3%
2 Technology 14.94%
3 Energy 10.16%
4 Consumer Discretionary 9.72%
5 Healthcare 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
+130
477
$5K ﹤0.01%
+35
478
$5K ﹤0.01%
635
-574
479
$5K ﹤0.01%
+135
480
$5K ﹤0.01%
+51
481
$5K ﹤0.01%
+25
482
$5K ﹤0.01%
53
483
$5K ﹤0.01%
+66
484
$5K ﹤0.01%
+107
485
$5K ﹤0.01%
+202
486
$5K ﹤0.01%
+153
487
$5K ﹤0.01%
85
488
$5K ﹤0.01%
45
489
$5K ﹤0.01%
+352
490
$5K ﹤0.01%
+163
491
$5K ﹤0.01%
+86
492
$5K ﹤0.01%
+110
493
$5K ﹤0.01%
+42
494
$5K ﹤0.01%
+548
495
$5K ﹤0.01%
+76
496
$5K ﹤0.01%
201
497
$5K ﹤0.01%
+121
498
$5K ﹤0.01%
+225
499
$5K ﹤0.01%
+96
500
$5K ﹤0.01%
20
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