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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
126
$1.79M 0.22%
24,372
-1,268
127
$1.76M 0.21%
11,842
-31,955
128
$1.69M 0.2%
+36,950
129
$1.69M 0.2%
22,335
-32
130
$1.66M 0.2%
14,500
+300
131
$1.62M 0.2%
8,423
+2,954
132
$1.6M 0.19%
23,700
+2,000
133
$1.55M 0.19%
+18,900
134
$1.53M 0.18%
14,100
135
$1.48M 0.18%
18,349
-5,347
136
$1.48M 0.18%
4,871
-961
137
$1.42M 0.17%
10,070
-3,071
138
$1.4M 0.17%
13,695
-865
139
$1.37M 0.17%
4,025
+3,255
140
$1.36M 0.16%
8,363
-788
141
$1.32M 0.16%
+3,824
142
$1.32M 0.16%
4,451
-831
143
$1.3M 0.16%
25,583
-39,343
144
$1.28M 0.15%
19,930
-2,000
145
$1.27M 0.15%
29,998
-7,214
146
$1.26M 0.15%
+4,121
147
$1.26M 0.15%
26,633
+700
148
$1.21M 0.15%
21,772
-1,619
149
$1.19M 0.14%
32,600
+2,400
150
$1.16M 0.14%
26,769
-2,503
4 5
6
7 8