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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
$279M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.46M
3
+$1.46M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.37M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$841K

Top Sells

1
+$6.79M
2
+$3.54M
3
+$2.33M
4
T icon
AT&T
T
+$968K
5
DEO icon
Diageo
DEO
+$538K

Sector Composition

1 Consumer Staples 15.3%
2 Technology 14.94%
3 Energy 10.16%
4 Consumer Discretionary 9.72%
5 Healthcare 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$5K ﹤0.01%
+175
502
$5K ﹤0.01%
+340
503
$5K ﹤0.01%
+282
504
$5K ﹤0.01%
566
505
$5K ﹤0.01%
62
-109
506
$5K ﹤0.01%
+168
507
$5K ﹤0.01%
+92
508
$5K ﹤0.01%
350
509
$5K ﹤0.01%
67
+14
510
$5K ﹤0.01%
+123
511
$5K ﹤0.01%
50
512
$5K ﹤0.01%
+389
513
$5K ﹤0.01%
+105
514
$5K ﹤0.01%
+29
515
$4K ﹤0.01%
78
516
$4K ﹤0.01%
+31
517
$4K ﹤0.01%
200
518
$4K ﹤0.01%
40
519
$4K ﹤0.01%
200
520
$4K ﹤0.01%
60
521
$4K ﹤0.01%
27
522
$4K ﹤0.01%
263
523
$4K ﹤0.01%
+473
524
$4K ﹤0.01%
81
525
$4K ﹤0.01%
195
+67
19 20
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