RFM

Royal Fund Management Portfolio holdings

AUM $830M
1-Year Est. Return 23.12%
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4.11M
3
+$3.81M
4
UNP icon
Union Pacific
UNP
+$3.79M
5
SBUX icon
Starbucks
SBUX
+$3.75M

Top Sells

1
+$6.18M
2
+$5.56M
3
+$5.48M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.27M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.66M

Sector Composition

1 Technology 11.4%
2 Healthcare 9.26%
3 Industrials 8.47%
4 Consumer Staples 6.16%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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643
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645
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