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
$868M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$6.62M
3
+$6.42M
4
IOT icon
Samsara
IOT
+$3.96M
5
PLTR icon
Palantir
PLTR
+$2.87M

Top Sells

1
+$13.4M
2
+$8.38M
3
+$8.15M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.33M
5
AMD icon
Advanced Micro Devices
AMD
+$4.29M

Sector Composition

1 Technology 17.65%
2 Healthcare 5.62%
3 Consumer Discretionary 5.4%
4 Industrials 4.67%
5 Energy 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.86M 0.38%
23,873
+8,496
77
$3.85M 0.38%
31,369
-738
78
$3.72M 0.37%
88,745
-311
79
$3.64M 0.36%
27,600
+2,100
80
$3.55M 0.35%
82,907
+5,452
81
$3.54M 0.35%
76,592
+5,354
82
$3.5M 0.34%
177,421
+12,218
83
$3.48M 0.34%
105,706
+13,072
84
$3.47M 0.34%
26,832
+1,142
85
$3.46M 0.34%
73,500
+19,867
86
$3.43M 0.34%
63,256
+1,202
87
$3.39M 0.33%
18,072
-44,730
88
$3.33M 0.33%
52,125
+3,791
89
$3.33M 0.33%
72,420
-5,742
90
$3.31M 0.33%
34,212
+750
91
$3.3M 0.32%
18,306
-23,755
92
$3.29M 0.32%
26,627
-3,128
93
$3.21M 0.32%
35,079
+176
94
$3.18M 0.31%
85,244
+63,500
95
$3.13M 0.31%
38,598
-3,582
96
$3.11M 0.31%
135,250
+124,700
97
$3.06M 0.3%
46,920
+41,900
98
$2.98M 0.29%
45,600
+28,700
99
$2.98M 0.29%
8,320
+368
100
$2.96M 0.29%
33,608
-2,314
2 3
4
5 6