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

Top Buys

1
+$4.95M
2
+$4.57M
3
+$3.86M
4
DAL icon
Delta Air Lines
DAL
+$3.1M
5
XHE icon
State Street SPDR S&P Health Care Equipment ETF
XHE
+$2.33M

Top Sells

1
+$4.97M
2
+$4.17M
3
+$3.51M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.37M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.03M

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%
25
-305
477
$1K ﹤0.01%
14
478
$1K ﹤0.01%
+36
479
$1K ﹤0.01%
500
480
$1K ﹤0.01%
87
-96,703
481
$1K ﹤0.01%
+10
482
$1K ﹤0.01%
68
-14
483
$1K ﹤0.01%
66
-67,573
484
$1K ﹤0.01%
4
485
$1K ﹤0.01%
62
486
$1K ﹤0.01%
200
487
$1K ﹤0.01%
8
488
$1K ﹤0.01%
1,138
489
$1K ﹤0.01%
292
490
$1K ﹤0.01%
+39
491
$1K ﹤0.01%
+40
492
$1K ﹤0.01%
+34
493
$1K ﹤0.01%
25
+10
494
$1K ﹤0.01%
28
495
$1K ﹤0.01%
+52
496
$1K ﹤0.01%
5
-15
497
$1K ﹤0.01%
1,000
498
$1K ﹤0.01%
50
499
$1K ﹤0.01%
+21
500
$1K ﹤0.01%
17
-8
18 19
20
21 22