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
$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
676
– –
-309
677
$0 ﹤0.01%
2
-6
678
$0 ﹤0.01%
98
-42
679
$0 ﹤0.01%
20
680
$0 ﹤0.01%
10
681
$0 ﹤0.01%
18
682
$0 ﹤0.01%
1,095
683
– –
-400
684
$0 ﹤0.01%
+4
685
$0 ﹤0.01%
23
-2
686
– –
-1,420
687
$0 ﹤0.01%
94
688
$0 ﹤0.01%
25
689
$0 ﹤0.01%
200
690
$0 ﹤0.01%
30
691
– –
-615
692
$0 ﹤0.01%
7
693
– –
-200
694
– –
-210
695
$0 ﹤0.01%
27
696
– –
-242
697
– –
-4
698
– –
-110
699
– –
-368
700
– –
-1
25 26 27
28
29