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
$245M
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Sells

1 +$10.1M
2 +$7.98M
3 +$5.11M
4
MSFT icon
Microsoft
MSFT
+$4.94M
5
NVS icon
Novartis
NVS
+$4.73M

Sector Composition

1 Technology 10.12%
2 Healthcare 9.04%
3 Consumer Staples 7.11%
4 Industrials 5.69%
5 Communication Services 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$0 ﹤0.01%
10
777
$0 ﹤0.01%
+91
778
$0 ﹤0.01%
22
779
-30
780
-50
781
-16
782
$0 ﹤0.01%
10
783
-52
784
0
785
$0 ﹤0.01%
+10