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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
$303M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$4.84M
3
+$4.06M
4
SLB icon
SLB Ltd
SLB
+$3.69M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.8M

Top Sells

1
+$6.04M
2
+$2.64M
3
+$1.59M
4
GILD icon
Gilead Sciences
GILD
+$1.52M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.34M

Sector Composition

1 Technology 14.98%
2 Healthcare 10.39%
3 Energy 9.8%
4 Consumer Staples 8.28%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$0 ﹤0.01%
93
602
$0 ﹤0.01%
10
603
$0 ﹤0.01%
+42
604
$0 ﹤0.01%
+29
605
$0 ﹤0.01%
+10
606
– –
-1
607
$0 ﹤0.01%
+10
608
$0 ﹤0.01%
8
609
– –
-1,119
610
– –
-1,095
611
– –
-200
612
– –
-43
613
$0 ﹤0.01%
40
614
$0 ﹤0.01%
10
615
$0 ﹤0.01%
+50
616
$0 ﹤0.01%
9
617
$0 ﹤0.01%
50
618
$0 ﹤0.01%
+25
619
– –
-110
620
– –
-40,550
621
– –
-18
622
– –
-89,917
623
$0 ﹤0.01%
15
624
– –
-1,860
625
$0 ﹤0.01%
+75
23 24
25
26 27