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
$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
576
$2K ﹤0.01%
1,151
577
$2K ﹤0.01%
+51
578
$2K ﹤0.01%
+79
579
$2K ﹤0.01%
+23
580
$2K ﹤0.01%
+42
581
$2K ﹤0.01%
+92
582
$2K ﹤0.01%
35
+3
583
$2K ﹤0.01%
+9
584
$2K ﹤0.01%
+31
585
$2K ﹤0.01%
+59
586
$2K ﹤0.01%
+31
587
$2K ﹤0.01%
+46
588
$2K ﹤0.01%
32
+26
589
$2K ﹤0.01%
90
-24
590
$2K ﹤0.01%
+41
591
$2K ﹤0.01%
242
-405
592
$2K ﹤0.01%
71
-64
593
$2K ﹤0.01%
+56
594
$2K ﹤0.01%
1,138
595
$2K ﹤0.01%
+51
596
$2K ﹤0.01%
292
597
$2K ﹤0.01%
+41
598
$2K ﹤0.01%
228
599
$2K ﹤0.01%
+124
600
$2K ﹤0.01%
+27
22 23
24
25 26