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
$303M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$4.77M
3
+$3.96M
4
SLB icon
SLB Ltd
SLB
+$3.6M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.88M

Top Sells

1
+$6.07M
2
+$2.64M
3
+$1.52M
4
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$1.46M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.34M

Sector Composition

1 Technology 14.98%
2 Healthcare 10.39%
3 Energy 9.8%
4 Consumer Staples 8.28%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
51
-37,117
477
$2K ﹤0.01%
50
-200
478
$2K ﹤0.01%
+22
479
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22
-100
480
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88
481
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100
482
$2K ﹤0.01%
500
483
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54
484
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+17
485
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237
486
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56
487
$2K ﹤0.01%
32
488
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+27
489
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25
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14
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491
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16
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15
494
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16
495
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496
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91
-45
497
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84
-183
498
$2K ﹤0.01%
41
-2
499
$2K ﹤0.01%
1,000
500
$2K ﹤0.01%
62
18 19
20
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