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
$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
551
$0 ﹤0.01%
83
552
– –
-68
553
– –
-100
554
– –
-31
555
– –
-32
556
– –
-26
557
$0 ﹤0.01%
100
558
– –
-363
559
– –
-118
560
– –
-21
561
– –
-500
562
$0 ﹤0.01%
14
563
– –
-100
564
– –
-500
565
– –
-27
566
– –
-1
567
– –
-564
568
– –
-3
569
– –
-532
570
– –
-381
571
– –
-95
572
$0 ﹤0.01%
6
573
$0 ﹤0.01%
10
574
– –
-11
575
– –
-588
21 22
23
24 25