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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
$321M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.57M
3
+$3.86M
4
DAL icon
Delta Air Lines
DAL
+$3.1M
5
XHE icon
State Street SPDR S&P Health Care Equipment ETF
XHE
+$2.33M

Top Sells

1
+$4.97M
2
+$4.17M
3
+$3.51M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.37M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.03M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.92%
3 Energy 9.11%
4 Consumer Discretionary 7.33%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
22
502
$1K ﹤0.01%
+1
503
$1K ﹤0.01%
30
504
$0 ﹤0.01%
+31
505
$0 ﹤0.01%
+26
506
– –
-16
507
– –
-24
508
– –
-24
509
– –
-37
510
$0 ﹤0.01%
4
511
– –
-320
512
– –
-25
513
– –
-430
514
– –
-290
515
– –
-1,155
516
– –
-282
517
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-26
518
$0 ﹤0.01%
+11
519
$0 ﹤0.01%
34
520
– –
-33
521
$0 ﹤0.01%
14
522
$0 ﹤0.01%
+25
523
– –
-700
524
$0 ﹤0.01%
10
-127
525
– –
-1,200
19 20
21
22 23