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
126
$1.99M 0.2%
32,589
+1,079
127
$1.94M 0.19%
10,088
-933
128
$1.94M 0.19%
30,451
+1,801
129
$1.88M 0.19%
7,591
+590
130
$1.85M 0.18%
6,525
+356
131
$1.82M 0.18%
117,550
-4,000
132
$1.8M 0.18%
1,855
+96
133
$1.79M 0.18%
32,736
+1,721
134
$1.79M 0.18%
9,578
+3,076
135
$1.79M 0.18%
21,115
+2,312
136
$1.78M 0.18%
24,641
+7,210
137
$1.69M 0.17%
107,648
+7,707
138
$1.67M 0.16%
6,601
139
$1.66M 0.16%
4,240
+194
140
$1.64M 0.16%
22,440
+7,624
141
$1.64M 0.16%
61,320
+200
142
$1.62M 0.16%
32,271
-2,339
143
$1.59M 0.16%
53,900
+19,900
144
$1.58M 0.15%
26,412
+1,461
145
$1.56M 0.15%
6,355
+621
146
$1.51M 0.15%
11,814
+6,000
147
$1.51M 0.15%
4,718
+491
148
$1.49M 0.15%
3,253
+230
149
$1.48M 0.15%
10,373
+1,282
150
$1.48M 0.15%
10,753
+1,139
4 5
6
7 8