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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
$274M
AUM Growth
-$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$4.12M
3
+$2.88M
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.22M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.2M

Top Sells

1
+$4.68M
2
+$3.15M
3
+$2.84M
4
KHC icon
Kraft Heinz
KHC
+$2.77M
5
ABBV icon
AbbVie
ABBV
+$2.51M

Sector Composition

1 Technology 16.64%
2 Consumer Staples 11.8%
3 Healthcare 11.7%
4 Energy 8.72%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
+33
502
$1K ﹤0.01%
16
-25
503
$1K ﹤0.01%
+14
504
$1K ﹤0.01%
64
505
$1K ﹤0.01%
62
506
$1K ﹤0.01%
26
-27
507
$1K ﹤0.01%
33
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508
$1K ﹤0.01%
21
-35
509
$1K ﹤0.01%
110
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510
$1K ﹤0.01%
6
-9
511
$1K ﹤0.01%
11
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512
$1K ﹤0.01%
22
513
$1K ﹤0.01%
+8
514
$1K ﹤0.01%
147
-326
515
$1K ﹤0.01%
33
516
$1K ﹤0.01%
+18
517
$1K ﹤0.01%
+8
518
– –
-361
519
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520
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-102
521
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-374
522
– –
-207
523
– –
-17
524
$0 ﹤0.01%
1
-201
525
– –
-18
19 20
21
22 23