RFM

Royal Fund Management Portfolio holdings

AUM $1.09B
1-Year Est. Return 24.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$1.94M
3
+$1.26M
4
UPS icon
United Parcel Service
UPS
+$1.02M
5
BMY icon
Bristol-Myers Squibb
BMY
+$875K

Top Sells

1
+$2.55M
2
+$1.32M
3
+$846K
4
ABBV icon
AbbVie
ABBV
+$837K
5
XOM icon
Exxon Mobil
XOM
+$830K

Sector Composition

1 Technology 10.04%
2 Healthcare 8.86%
3 Consumer Staples 5.96%
4 Energy 5.78%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
+16
552
$2K ﹤0.01%
607
-1
553
$2K ﹤0.01%
377
554
$2K ﹤0.01%
47
+25
555
$2K ﹤0.01%
13
556
$2K ﹤0.01%
20
557
$2K ﹤0.01%
500
558
$2K ﹤0.01%
37
559
$2K ﹤0.01%
+75
560
$2K ﹤0.01%
100
-285
561
$1K ﹤0.01%
19
562
$1K ﹤0.01%
27
-73
563
$1K ﹤0.01%
13
-1
564
$1K ﹤0.01%
10
-178
565
$1K ﹤0.01%
10
566
$1K ﹤0.01%
23
-10,614
567
$1K ﹤0.01%
295
568
$1K ﹤0.01%
50
569
$1K ﹤0.01%
38
+24
570
$1K ﹤0.01%
25
571
$1K ﹤0.01%
+6
572
$1K ﹤0.01%
25
-65
573
$1K ﹤0.01%
108
-12
574
$1K ﹤0.01%
+50
575
$1K ﹤0.01%
35
21 22
23
24 25