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
$321M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.56M
3
+$3.81M
4
DAL icon
Delta Air Lines
DAL
+$3.26M
5
XHE icon
SPDR S&P Health Care Equipment ETF
XHE
+$2.44M

Top Sells

1
+$4.88M
2
+$3.83M
3
+$3.51M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.36M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.68M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.92%
3 Energy 9.11%
4 Consumer Discretionary 7.33%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$151K 0.05%
3,476
127
$149K 0.05%
987
+99
128
$148K 0.05%
2,805
-178
129
$147K 0.05%
6,336
-122
130
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3,044
-1,445
131
$141K 0.04%
1,559
132
$140K 0.04%
511
133
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2,479
134
$139K 0.04%
2,340
135
$137K 0.04%
2,412
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136
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-1,331
137
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654
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138
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-278
139
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612
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140
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141
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481
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142
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621
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145
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146
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147
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2,356
148
$101K 0.03%
901
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149
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292
+16
150
$101K 0.03%
1,004
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