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
$337M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$3.57M
3
+$2.75M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.55M
5
USRT icon
iShares Core US REIT ETF
USRT
+$2.3M

Top Sells

1
+$4.79M
2
+$2.73M
3
+$2.68M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M
5
NVS icon
Novartis
NVS
+$849K

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%
75
477
$3K ﹤0.01%
40
-254
478
$3K ﹤0.01%
1,500
479
$3K ﹤0.01%
87
+25
480
$3K ﹤0.01%
20
481
$3K ﹤0.01%
19
482
$3K ﹤0.01%
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483
$3K ﹤0.01%
90
-32
484
$2K ﹤0.01%
168
-163
485
$2K ﹤0.01%
275
486
$2K ﹤0.01%
71
487
$2K ﹤0.01%
174
-65
488
$2K ﹤0.01%
128
489
$2K ﹤0.01%
1,000
490
$2K ﹤0.01%
93
+1
491
$2K ﹤0.01%
125
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100
493
$2K ﹤0.01%
500
494
$2K ﹤0.01%
+108
495
$2K ﹤0.01%
457
496
$2K ﹤0.01%
608
+1
497
$2K ﹤0.01%
46
498
$2K ﹤0.01%
32
499
$2K ﹤0.01%
34
500
$2K ﹤0.01%
7
18 19
20
21 22