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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
526
$4K ﹤0.01%
532
527
$4K ﹤0.01%
+35
528
$4K ﹤0.01%
+42
529
$4K ﹤0.01%
+157
530
$4K ﹤0.01%
50
531
$4K ﹤0.01%
130
532
$4K ﹤0.01%
601
533
$4K ﹤0.01%
212
534
$4K ﹤0.01%
37
535
$4K ﹤0.01%
760
536
$4K ﹤0.01%
297
537
$3K ﹤0.01%
+53
538
$3K ﹤0.01%
+136
539
$3K ﹤0.01%
92
+71
540
$3K ﹤0.01%
+43
541
$3K ﹤0.01%
+355
542
$3K ﹤0.01%
+272
543
$3K ﹤0.01%
1,000
544
$3K ﹤0.01%
282
545
$3K ﹤0.01%
+72
546
$3K ﹤0.01%
500
547
$3K ﹤0.01%
+18
548
$3K ﹤0.01%
200
549
$3K ﹤0.01%
31
+24
550
$3K ﹤0.01%
+86
20 21
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