RFM

Royal Fund Management Portfolio holdings

AUM $938M
1-Year Est. Return 18.26%
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$699M
AUM Growth
-$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.7M
3
+$7.92M
4
MNDY icon
monday.com
MNDY
+$2.91M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.6M

Top Sells

1
+$10.2M
2
+$5.09M
3
+$5.05M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$4.85M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.27M

Sector Composition

1 Technology 16.41%
2 Healthcare 6.04%
3 Consumer Discretionary 5.39%
4 Industrials 4.58%
5 Energy 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.34M 0.59%
99,301
+4,058
52
$4.3M 0.58%
32,885
+852
53
$4.3M 0.58%
28,156
+3,104
54
$4.29M 0.58%
41,739
+17,019
55
$4.21M 0.57%
113,866
+4,820
56
$4.1M 0.56%
45,043
+9,833
57
$4.08M 0.55%
88,724
-20,186
58
$4.07M 0.55%
15,133
-212
59
$3.92M 0.53%
30,851
+835
60
$3.84M 0.52%
33,284
-1,245
61
$3.83M 0.52%
46,110
+1,340
62
$3.8M 0.51%
114,909
-49,184
63
$3.78M 0.51%
86,880
+9,200
64
$3.77M 0.51%
24,723
+1,407
65
$3.76M 0.51%
48,091
+775
66
$3.72M 0.5%
64,177
-14,110
67
$3.71M 0.5%
44,444
-9,227
68
$3.63M 0.49%
57,850
+1,220
69
$3.58M 0.48%
37,079
-19,080
70
$3.5M 0.47%
11,654
+1,246
71
$3.49M 0.47%
33,172
-2,111
72
$3.47M 0.47%
52,555
+11,744
73
$3.43M 0.46%
61,373
+4,759
74
$3.36M 0.46%
36,867
-826
75
$3.33M 0.45%
85,923
-4,998
1 2
3
4 5