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
$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
601
$1K ﹤0.01%
19
-53
602
$1K ﹤0.01%
33
-99
603
$1K ﹤0.01%
5
-14
604
$1K ﹤0.01%
7
-18
605
$1K ﹤0.01%
8
-244
606
$1K ﹤0.01%
20
-54
607
$1K ﹤0.01%
27
608
$1K ﹤0.01%
37
-102
609
$1K ﹤0.01%
3
-11
610
$1K ﹤0.01%
+55
611
$1K ﹤0.01%
14
612
$1K ﹤0.01%
7
-20
613
$1K ﹤0.01%
49
-92
614
$1K ﹤0.01%
+46
615
$1K ﹤0.01%
6
616
$1K ﹤0.01%
8
617
$1K ﹤0.01%
60
618
– –
-375
619
$0 ﹤0.01%
24
620
$0 ﹤0.01%
48
621
$0 ﹤0.01%
+6
622
$0 ﹤0.01%
83
623
$0 ﹤0.01%
19
-36
624
– –
0
625
– –
-339
23 24
25
26 27