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
$359M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1 +$4.75M
2 +$4.34M
3 +$2.5M
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$2.45M
5
ABBV icon
AbbVie
ABBV
+$2.18M

Top Sells

1 +$3.58M
2 +$3.13M
3 +$3.05M
4
PFE icon
Pfizer
PFE
+$2.99M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.88M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.24%
3 Consumer Staples 7.22%
4 Energy 6.62%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$4K ﹤0.01%
+52
477
$4K ﹤0.01%
+26
478
$4K ﹤0.01%
62
479
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38
480
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1,500
481
$3K ﹤0.01%
+60
482
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+35
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+28
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$3K ﹤0.01%
200
485
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365
486
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19
487
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+27
488
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83
489
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81
490
$3K ﹤0.01%
+375
491
$3K ﹤0.01%
128
492
$3K ﹤0.01%
+69
493
$3K ﹤0.01%
+107
494
$3K ﹤0.01%
1,000
495
$3K ﹤0.01%
34
496
$3K ﹤0.01%
64
497
$3K ﹤0.01%
62
+8
498
$3K ﹤0.01%
500
499
$3K ﹤0.01%
237
500
$3K ﹤0.01%
+158