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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
76
$3.6M 0.43%
96,657
-258
77
$3.59M 0.43%
112,402
-199,792
78
$3.44M 0.41%
12,219
-255
79
$3.43M 0.41%
78,129
-27,044
80
$3.42M 0.41%
4,488
+283
81
$3.34M 0.4%
27,017
-5,691
82
$3.33M 0.4%
117,729
-13,581
83
$3.31M 0.4%
28,048
+390
84
$3.22M 0.39%
25,372
-2,955
85
$3.2M 0.39%
+14,831
86
$3.2M 0.39%
8,654
+4
87
$3.2M 0.39%
113,245
-104,399
88
$3.14M 0.38%
38,138
-4,397
89
$3.14M 0.38%
25,205
-4,709
90
$3.13M 0.38%
18,552
-152
91
$3.02M 0.36%
21,913
-4,350
92
$2.98M 0.36%
+31,275
93
$2.98M 0.36%
32,000
+7,400
94
$2.95M 0.35%
8,962
-1,100
95
$2.94M 0.35%
18,916
-3,848
96
$2.93M 0.35%
53,908
-7,694
97
$2.92M 0.35%
4,568
+1,486
98
$2.9M 0.35%
59,943
-46,257
99
$2.88M 0.35%
62,358
-17,478
100
$2.78M 0.33%
20,108
-4,925
2 3
4
5 6