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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
101
$2.64M 0.32%
56,582
-91,714
102
$2.57M 0.31%
27,027
-421
103
$2.51M 0.3%
19,889
-3,452
104
$2.5M 0.3%
8,105
-1,801
105
$2.43M 0.29%
40,642
-900
106
$2.42M 0.29%
6,082
+595
107
$2.41M 0.29%
35,942
-35,310
108
$2.37M 0.29%
10,992
-3,949
109
$2.29M 0.28%
46,804
+15,802
110
$2.29M 0.28%
12,482
+98
111
$2.29M 0.28%
10,687
-1,821
112
$2.26M 0.27%
11,888
-810
113
$2.22M 0.27%
11,820
-4,319
114
$2.16M 0.26%
7,227
-81
115
$2.11M 0.25%
68,521
-8,341
116
$2.09M 0.25%
15,896
-599
117
$2.06M 0.25%
43,292
-63,363
118
$1.98M 0.24%
56,378
-7,622
119
$1.95M 0.24%
41,580
-61,906
120
$1.92M 0.23%
10,520
+171
121
$1.91M 0.23%
22,814
+1,880
122
$1.85M 0.22%
12,216
-773
123
$1.83M 0.22%
38,574
-12,362
124
$1.8M 0.22%
39,842
-15,226
125
$1.8M 0.22%
89,894
-151,497
3 4
5
6 7