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
$314M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$4.75M
3
+$4.16M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.71M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.7M

Top Sells

1
+$4.06M
2
+$3.82M
3
+$2.68M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.11M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.03M

Sector Composition

1 Technology 11.75%
2 Healthcare 9.42%
3 Energy 8.03%
4 Consumer Staples 7.92%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$181K 0.06%
639
+9
127
$179K 0.06%
2,413
128
$178K 0.06%
6,507
129
$170K 0.05%
2,222
-24
130
$163K 0.05%
2,750
-55
131
$157K 0.05%
2,830
+324
132
$155K 0.05%
1,559
133
$153K 0.05%
853
134
$152K 0.05%
+15,380
135
$151K 0.05%
+16,751
136
$150K 0.05%
+6,683
137
$149K 0.05%
+16,661
138
$149K 0.05%
+16,291
139
$149K 0.05%
+15,422
140
$148K 0.05%
2,286
+1,165
141
$148K 0.05%
5,158
+652
142
$148K 0.05%
+6,508
143
$146K 0.05%
511
144
$143K 0.05%
5,204
-32
145
$143K 0.05%
+16,394
146
$141K 0.05%
987
147
$139K 0.04%
2,409
+2,347
148
$135K 0.04%
475
149
$135K 0.04%
2,479
150
$134K 0.04%
472
4 5
6
7 8