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
$321M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.56M
3
+$3.81M
4
DAL icon
Delta Air Lines
DAL
+$3.26M
5
XHE icon
SPDR S&P Health Care Equipment ETF
XHE
+$2.44M

Top Sells

1
+$4.88M
2
+$3.83M
3
+$3.51M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.36M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.68M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.92%
3 Energy 9.11%
4 Consumer Discretionary 7.33%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
14
477
$1K ﹤0.01%
+36
478
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28
479
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+52
480
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5
-15
481
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1,000
482
$1K ﹤0.01%
19
-60
483
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25
484
$1K ﹤0.01%
500
485
$1K ﹤0.01%
87
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486
$1K ﹤0.01%
34
487
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+21
488
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17
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489
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22
490
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34
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491
$1K ﹤0.01%
66
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4
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62
494
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200
495
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8
496
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1,138
497
$1K ﹤0.01%
30
498
$1K ﹤0.01%
292
499
$1K ﹤0.01%
50
500
$1K ﹤0.01%
21
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18 19
20
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