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
$699M
AUM Growth
-$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.7M
3
+$7.92M
4
MNDY icon
monday.com
MNDY
+$2.91M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.6M

Top Sells

1
+$10.2M
2
+$5.09M
3
+$5.05M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$4.85M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.27M

Sector Composition

1 Technology 16.41%
2 Healthcare 6.04%
3 Consumer Discretionary 5.39%
4 Industrials 4.58%
5 Energy 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.36M 0.18%
6,791
+113
127
$1.35M 0.18%
34,792
+659
128
$1.34M 0.18%
95,171
+3,684
129
$1.32M 0.18%
5,960
+210
130
$1.31M 0.18%
79,227
+29,643
131
$1.3M 0.18%
6,601
-24
132
$1.27M 0.17%
+23,419
133
$1.23M 0.17%
3,262
+470
134
$1.21M 0.16%
11,745
+3,900
135
$1.21M 0.16%
15,913
+379
136
$1.2M 0.16%
2,930
-159
137
$1.17M 0.16%
64,230
+5,030
138
$1.17M 0.16%
20,008
+8,400
139
$1.17M 0.16%
7,117
+1,472
140
$1.17M 0.16%
35,287
+537
141
$1.17M 0.16%
15,888
+435
142
$1.17M 0.16%
3,868
-36
143
$1.15M 0.16%
4,009
+122
144
$1.13M 0.15%
6,474
+171
145
$1.1M 0.15%
+24,168
146
$1.09M 0.15%
+16,935
147
$1M 0.14%
17,654
+452
148
$1M 0.14%
+41,357
149
$1M 0.14%
3,718
+727
150
$995K 0.13%
22,000
+4,000
4 5
6
7 8