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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
551
$3K ﹤0.01%
+53
552
$3K ﹤0.01%
224
553
$3K ﹤0.01%
+68
554
$3K ﹤0.01%
237
555
$3K ﹤0.01%
56
556
$3K ﹤0.01%
39
+29
557
$3K ﹤0.01%
128
558
$3K ﹤0.01%
500
559
$2K ﹤0.01%
+54
560
$2K ﹤0.01%
10
561
$2K ﹤0.01%
+35
562
$2K ﹤0.01%
+54
563
$2K ﹤0.01%
42
-42
564
$2K ﹤0.01%
+2
565
$2K ﹤0.01%
+15
566
$2K ﹤0.01%
+40
567
$2K ﹤0.01%
+4
568
$2K ﹤0.01%
+57
569
$2K ﹤0.01%
+62
570
$2K ﹤0.01%
+19
571
$2K ﹤0.01%
56
572
$2K ﹤0.01%
+13
573
$2K ﹤0.01%
+54
574
$2K ﹤0.01%
+8
575
$2K ﹤0.01%
100
21 22
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