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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
$303M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$4.84M
3
+$4.06M
4
SLB icon
SLB Ltd
SLB
+$3.69M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.8M

Top Sells

1
+$6.04M
2
+$2.64M
3
+$1.59M
4
GILD icon
Gilead Sciences
GILD
+$1.52M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.34M

Sector Composition

1 Technology 14.98%
2 Healthcare 10.39%
3 Energy 9.8%
4 Consumer Staples 8.28%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
15
527
$1K ﹤0.01%
100
-1,000
528
$1K ﹤0.01%
30
-21
529
$1K ﹤0.01%
25
-400
530
$1K ﹤0.01%
+50
531
$1K ﹤0.01%
18
532
$1K ﹤0.01%
+4
533
$1K ﹤0.01%
64
534
$1K ﹤0.01%
26
535
$1K ﹤0.01%
33
536
$1K ﹤0.01%
21
537
$1K ﹤0.01%
+1,138
538
$1K ﹤0.01%
30
539
$1K ﹤0.01%
16
540
$1K ﹤0.01%
293
541
$1K ﹤0.01%
+8
542
$1K ﹤0.01%
+11
543
$1K ﹤0.01%
24
-66
544
$1K ﹤0.01%
16
545
$1K ﹤0.01%
14
546
$1K ﹤0.01%
20
-480
547
$1K ﹤0.01%
8
548
– –
-368
549
$0 ﹤0.01%
14
550
$0 ﹤0.01%
+14
20 21
22
23 24