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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
$830M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10.8M
3
+$8.82M
4
ARM icon
Arm
ARM
+$5.35M
5
RBLX icon
Roblox
RBLX
+$5.19M

Top Sells

1
+$14.4M
2
+$12.7M
3
+$10M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.43M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.23M

Sector Composition

1 Technology 21.69%
2 Financials 6.08%
3 Consumer Discretionary 5.67%
4 Industrials 5.29%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.25M 0.63%
17,216
+315
52
$5.1M 0.61%
+263,000
53
$4.93M 0.59%
31,737
-8,351
54
$4.91M 0.59%
22,145
-2,881
55
$4.89M 0.59%
31,837
-793
56
$4.82M 0.58%
6,052
+5
57
$4.81M 0.58%
17,028
-5,156
58
$4.67M 0.56%
55,373
-24,381
59
$4.63M 0.56%
24,313
-8,872
60
$4.63M 0.56%
61,443
-19,102
61
$4.58M 0.55%
+22,481
62
$4.56M 0.55%
19,244
-1,327
63
$4.47M 0.54%
36,466
-5,102
64
$4.4M 0.53%
48,000
+600
65
$4.35M 0.52%
19,279
-1,860
66
$4.35M 0.52%
23,426
-4,654
67
$4.17M 0.5%
57,096
-13,607
68
$4.16M 0.5%
17,687
+394
69
$4.15M 0.5%
92,043
+29,757
70
$4.08M 0.49%
67,600
-700
71
$3.94M 0.47%
57,517
-17,730
72
$3.93M 0.47%
100,100
+1,780
73
$3.82M 0.46%
91,343
+2,123
74
$3.69M 0.44%
28,115
-7,395
75
$3.68M 0.44%
50,682
-16,536
1 2
3
4 5