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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
$359M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.14M
3
+$2.5M
4
JCI icon
Johnson Controls International
JCI
+$2.41M
5
ABBV icon
AbbVie
ABBV
+$1.97M

Top Sells

1
+$3.54M
2
+$3.19M
3
+$3.18M
4
T icon
AT&T
T
+$2.83M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.83M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.24%
3 Consumer Staples 7.22%
4 Energy 6.62%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2K ﹤0.01%
608
527
$2K ﹤0.01%
+32
528
$2K ﹤0.01%
+400
529
$2K ﹤0.01%
+41
530
$2K ﹤0.01%
+8
531
$2K ﹤0.01%
37
532
$2K ﹤0.01%
165
+37
533
$2K ﹤0.01%
141
+91
534
$2K ﹤0.01%
94
+1
535
$2K ﹤0.01%
20
536
$2K ﹤0.01%
+50
537
$2K ﹤0.01%
1,000
538
$2K ﹤0.01%
+40
539
$2K ﹤0.01%
12
+5
540
$2K ﹤0.01%
62
-25
541
$2K ﹤0.01%
13
542
$1K ﹤0.01%
28
543
$1K ﹤0.01%
50
544
$1K ﹤0.01%
37
545
$1K ﹤0.01%
120
+12
546
$1K ﹤0.01%
+43
547
$1K ﹤0.01%
+39
548
$1K ﹤0.01%
5
549
$1K ﹤0.01%
+100
550
$1K ﹤0.01%
1
20 21
22
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