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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
$337M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$3.56M
3
+$2.63M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.51M
5
USRT icon
iShares Core US REIT ETF
USRT
+$2.31M

Top Sells

1
+$4.92M
2
+$2.68M
3
+$2.67M
4
AMGN icon
Amgen
AMGN
+$2.65M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M

Sector Composition

1 Technology 9.84%
2 Healthcare 7.74%
3 Consumer Staples 7.58%
4 Energy 7.56%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
37
-46
527
$1K ﹤0.01%
293
528
$1K ﹤0.01%
1
529
– –
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530
$0 ﹤0.01%
+9
531
$0 ﹤0.01%
+5
532
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533
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534
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535
$0 ﹤0.01%
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536
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537
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538
– –
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539
– –
-62
540
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541
$0 ﹤0.01%
10
542
$0 ﹤0.01%
10
-104,475
543
– –
0
544
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545
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– –
-495
547
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$0 ﹤0.01%
1
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$0 ﹤0.01%
+4
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22
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