RFM

Royal Fund Management Portfolio holdings

AUM $1.09B
1-Year Est. Return 24.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$3.56M
3
+$2.63M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.51M
5
USRT icon
iShares Core US REIT ETF
USRT
+$2.31M

Top Sells

1
+$4.92M
2
+$2.68M
3
+$2.67M
4
AMGN icon
Amgen
AMGN
+$2.65M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M

Sector Composition

1 Technology 9.84%
2 Healthcare 7.74%
3 Consumer Staples 7.58%
4 Energy 7.56%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
404
-50
477
$3K ﹤0.01%
+64
478
$3K ﹤0.01%
40
-254
479
$3K ﹤0.01%
87
+25
480
$3K ﹤0.01%
20
481
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75
482
$3K ﹤0.01%
50
483
$3K ﹤0.01%
134
+1
484
$2K ﹤0.01%
7
485
$2K ﹤0.01%
500
486
$2K ﹤0.01%
168
-163
487
$2K ﹤0.01%
275
488
$2K ﹤0.01%
1,000
489
$2K ﹤0.01%
93
+1
490
$2K ﹤0.01%
125
-75
491
$2K ﹤0.01%
100
492
$2K ﹤0.01%
500
493
$2K ﹤0.01%
+108
494
$2K ﹤0.01%
457
495
$2K ﹤0.01%
608
+1
496
$2K ﹤0.01%
5
497
$2K ﹤0.01%
32
498
$2K ﹤0.01%
68
499
$2K ﹤0.01%
37
500
$2K ﹤0.01%
71
18 19
20
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