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
$393M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$1.94M
3
+$1.26M
4
UPS icon
United Parcel Service
UPS
+$1.02M
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Top Sells

1
+$2.55M
2
+$1.32M
3
+$846K
4
ABBV icon
AbbVie
ABBV
+$837K
5
XOM icon
Exxon Mobil
XOM
+$830K

Sector Composition

1 Technology 10.04%
2 Healthcare 8.86%
3 Consumer Staples 5.96%
4 Energy 5.78%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
39
477
$5K ﹤0.01%
52
-30
478
$5K ﹤0.01%
+55
479
$5K ﹤0.01%
153
480
$5K ﹤0.01%
48
-308
481
$5K ﹤0.01%
30
482
$5K ﹤0.01%
78
483
$5K ﹤0.01%
1,500
484
$5K ﹤0.01%
43
485
$5K ﹤0.01%
1,500
486
$5K ﹤0.01%
+98
487
$5K ﹤0.01%
119
-22
488
$5K ﹤0.01%
238
489
$5K ﹤0.01%
1,701
490
$4K ﹤0.01%
+72
491
$4K ﹤0.01%
128
492
$4K ﹤0.01%
107
493
$4K ﹤0.01%
+161
494
$4K ﹤0.01%
+75
495
$4K ﹤0.01%
61
496
$4K ﹤0.01%
500
497
$4K ﹤0.01%
158
498
$4K ﹤0.01%
200
499
$4K ﹤0.01%
72
500
$4K ﹤0.01%
263
18 19
20
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