We are live on ! Find out more
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
$247M
AUM Growth
-$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Sells

1 +$8.26M
2 +$5.92M
3 +$5.4M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$4.54M
5
MSFT icon
Microsoft
MSFT
+$3.89M

Sector Composition

1 Technology 11.63%
2 Healthcare 10%
3 Consumer Staples 9.2%
4 Energy 5.77%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$1K ﹤0.01%
+70
527
$1K ﹤0.01%
297
528
$1K ﹤0.01%
+35
529
$1K ﹤0.01%
+23
530
$1K ﹤0.01%
+19
531
$1K ﹤0.01%
+59
532
$1K ﹤0.01%
+17
533
$1K ﹤0.01%
+29
534
$1K ﹤0.01%
+13
535
$1K ﹤0.01%
+14
536
$1K ﹤0.01%
1,138
537
$1K ﹤0.01%
1
538
$1K ﹤0.01%
292
539
$1K ﹤0.01%
37
540
$1K ﹤0.01%
100
-150
541
$1K ﹤0.01%
29
542
$1K ﹤0.01%
14
543
$1K ﹤0.01%
28
544
$1K ﹤0.01%
10
545
$1K ﹤0.01%
42
+26
546
$1K ﹤0.01%
50
547
$1K ﹤0.01%
128
548
$1K ﹤0.01%
1,000
549
$1K ﹤0.01%
108
+58
550
$1K ﹤0.01%
21