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
$251M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.68M
3
+$2.56M
4
TMUS icon
T-Mobile US
TMUS
+$1.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.7M

Top Sells

1
+$8.02M
2
+$3.14M
3
+$1.67M
4
GM icon
General Motors
GM
+$1.22M
5
T icon
AT&T
T
+$1.03M

Sector Composition

1 Consumer Staples 15.01%
2 Healthcare 14.43%
3 Technology 12.16%
4 Energy 10.52%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$63K 0.03%
+2,270
152
$63K 0.03%
992
153
$62K 0.02%
1,559
154
$60K 0.02%
400
-6
155
$60K 0.02%
371
+313
156
$60K 0.02%
628
+150
157
$59K 0.02%
+863
158
$59K 0.02%
2,020
159
$58K 0.02%
1,884
+22
160
$58K 0.02%
+262
161
$58K 0.02%
+1,640
162
$57K 0.02%
1,206
+878
163
$55K 0.02%
+1,088
164
$55K 0.02%
1,951
+193
165
$54K 0.02%
1,618
166
$54K 0.02%
215
+188
167
$53K 0.02%
823
-19
168
$53K 0.02%
+1,199
169
$52K 0.02%
419
-30
170
$52K 0.02%
+1,396
171
$52K 0.02%
2,624
172
$52K 0.02%
957
+757
173
$51K 0.02%
854
174
$51K 0.02%
+1,500
175
$51K 0.02%
817
5 6
7
8 9