RFM
Royal Fund Management Portfolio holdings
AUM
$830M
1-Year Est. Return
23.12%
1 Year Est. Return
+23.12%
AUM
$830M
AUM Growth
-$107M
(-11%)
Holding
264
Top Buys
| 1 | +$16.5M | |
| 2 | +$13.5M | |
| 3 | +$11M | |
| 4 |
Starbucks
SBUX
|
+$7.82M |
| 5 |
Roblox
RBLX
|
+$5.78M |
Top Sells
| 1 | +$14.7M | |
| 2 | +$12.7M | |
| 3 | +$10.4M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$9.9M |
| 5 |
Robinhood
HOOD
|
+$9.65M |
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 | |
|---|---|---|---|---|---|---|
76
Samsara
IOT
$23.8B
| $3.6M | 0.43% |
96,657
-258
|
|
||
77
Schwab US Large-Cap Growth ETF
SCHG
$52.4B
| $3.59M | 0.43% |
112,402
-199,792
|
|
||
78
Oracle
ORCL
$552B
| $3.44M | 0.41% |
12,219
-255
|
|
||
79
Verizon
VZ
$171B
| $3.43M | 0.41% |
78,129
-27,044
|
|
||
80
Eli Lilly
LLY
$915B
| $3.42M | 0.41% |
4,488
+283
|
|
||
81
Duke Energy
DUK
$89.2B
| $3.34M | 0.4% |
27,017
-5,691
|
|
||
82
Kinder Morgan
KMI
$59.6B
| $3.33M | 0.4% |
117,729
-13,581
|
|
||
83
Southern Copper
SCCO
$118B
| $3.31M | 0.39% |
27,536
+383
|
|
||
84
Paychex
PAYX
$41.8B
| $3.22M | 0.38% |
25,372
-2,955
|
|
||
85
Boeing
BA
$160B
| $3.2M | 0.38% |
+14,831
|
|
||
86
Stryker
SYK
$135B
| $3.2M | 0.38% |
8,654
+4
|
|
||
87
AT&T
T
$174B
| $3.2M | 0.38% |
113,245
-104,399
|
|
||
88
Sysco
SYY
$35.6B
| $3.14M | 0.37% |
38,138
-4,397
|
|
||
89
Kimberly-Clark
KMB
$34.3B
| $3.14M | 0.37% |
25,205
-4,709
|
|
||
90
Agnico Eagle Mines
AEM
$85B
| $3.13M | 0.37% |
18,552
-152
|
|
||
91
Vanguard Mega Cap Value ETF
MGV
$10.8B
| $3.02M | 0.36% |
21,913
-4,350
|
|
||
92
Diageo
DEO
$49.3B
| $2.98M | 0.36% |
+31,275
|
|
||
93
Entergy
ETR
$41.2B
| $2.98M | 0.36% |
32,000
+7,400
|
|
||
94
Vanguard Total Stock Market ETF
VTI
$569B
| $2.95M | 0.35% |
8,962
-1,100
|
|
||
95
Chevron
CVX
$300B
| $2.94M | 0.35% |
18,916
-3,848
|
|
||
96
Tyson Foods
TSN
$21.2B
| $2.93M | 0.35% |
53,908
-7,694
|
|
||
97
ASML
ASML
$425B
| $2.92M | 0.35% |
4,568
+1,486
|
|
||
98
US Bancorp
USB
$83.5B
| $2.9M | 0.35% |
59,943
-46,257
|
|
||
99
The Greenbrier Companies
GBX
$1.46B
| $2.88M | 0.34% |
62,358
-17,478
|
|
||
100
Vanguard Total World Stock ETF
VT
$58.7B
| $2.78M | 0.33% |
20,108
-4,925
|
|