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
$274M
AUM Growth
-$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$4.12M
3
+$2.88M
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.22M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.2M

Top Sells

1
+$4.68M
2
+$3.15M
3
+$2.84M
4
KHC icon
Kraft Heinz
KHC
+$2.77M
5
ABBV icon
AbbVie
ABBV
+$2.51M

Sector Composition

1 Technology 16.64%
2 Consumer Staples 11.8%
3 Healthcare 11.7%
4 Energy 8.72%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-83
702
– –
-68
703
– –
-340
704
$0 ﹤0.01%
10
705
– –
-235
706
– –
-210
707
$0 ﹤0.01%
93
708
– –
-79
709
$0 ﹤0.01%
+1
710
$0 ﹤0.01%
8
-15
711
– –
-79
712
– –
-157
713
– –
-31
714
– –
-255
715
– –
-1,520
716
– –
-9
717
– –
-138
718
– –
-123
719
– –
-2
720
– –
-59
721
$0 ﹤0.01%
15
722
$0 ﹤0.01%
4
+2
723
– –
-33
724
– –
-147
725
– –
-947
27 28
29
30 31