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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
$337M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$3.56M
3
+$2.63M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.51M
5
USRT icon
iShares Core US REIT ETF
USRT
+$2.31M

Top Sells

1
+$4.92M
2
+$2.68M
3
+$2.67M
4
AMGN icon
Amgen
AMGN
+$2.65M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M

Sector Composition

1 Technology 9.84%
2 Healthcare 7.74%
3 Consumer Staples 7.58%
4 Energy 7.56%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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50
652
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-16
653
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-158
654
– –
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655
– –
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656
– –
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657
– –
0
658
– –
-93
659
$0 ﹤0.01%
+10
660
– –
0
661
$0 ﹤0.01%
37
662
– –
-68
663
– –
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664
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0
665
– –
-720
666
$0 ﹤0.01%
4
667
– –
-144
668
$0 ﹤0.01%
1
669
$0 ﹤0.01%
+93
670
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671
– –
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672
– –
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673
– –
-190
674
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-882
675
– –
-60
25 26
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