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
101
$2.9M 0.28%
5,860
+402
102
$2.85M 0.28%
88,617
+15,103
103
$2.59M 0.25%
5,141
+319
104
$2.58M 0.25%
21,580
+2,137
105
$2.53M 0.25%
24,124
+1,300
106
$2.52M 0.25%
36,700
+7,100
107
$2.49M 0.24%
10,527
-417
108
$2.46M 0.24%
42,972
-3,121
109
$2.46M 0.24%
12,724
+739
110
$2.43M 0.24%
+27,816
111
$2.42M 0.24%
14,642
+297
112
$2.41M 0.24%
14,969
+1,608
113
$2.37M 0.23%
22,700
+4,000
114
$2.37M 0.23%
17,971
+2,317
115
$2.34M 0.23%
27,725
-5,800
116
$2.33M 0.23%
15,693
+3,549
117
$2.32M 0.23%
20,967
+1,988
118
$2.31M 0.23%
3,978
+240
119
$2.31M 0.23%
45,962
+13,916
120
$2.3M 0.23%
37,608
+19,200
121
$2.2M 0.22%
19,877
+1,869
122
$2.2M 0.22%
17,441
+1,050
123
$2.19M 0.22%
8,366
-340
124
$2.19M 0.21%
18,425
+2,500
125
$2.11M 0.21%
17,444
+1,600
3 4
5
6 7