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
$321M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.56M
3
+$3.81M
4
DAL icon
Delta Air Lines
DAL
+$3.26M
5
XHE icon
SPDR S&P Health Care Equipment ETF
XHE
+$2.44M

Top Sells

1
+$4.88M
2
+$3.83M
3
+$3.51M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.36M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.68M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.92%
3 Energy 9.11%
4 Consumer Discretionary 7.33%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$98K 0.03%
1,619
+274
152
$95K 0.03%
2,942
-223
153
$94K 0.03%
4,476
-845
154
$92K 0.03%
1,816
+109
155
$88K 0.03%
2,204
-69
156
$85K 0.03%
922
157
$84K 0.03%
2,383
-1,206
158
$84K 0.03%
3,577
159
$82K 0.03%
544
+5
160
$80K 0.02%
2,020
161
$80K 0.02%
751
162
$77K 0.02%
+2,050
163
$75K 0.02%
6,224
+40
164
$74K 0.02%
908
-1,610
165
$74K 0.02%
1,148
166
$73K 0.02%
1,293
+327
167
$73K 0.02%
787
-114
168
$72K 0.02%
4,083
-802
169
$70K 0.02%
417
+120
170
$70K 0.02%
617
-135
171
$70K 0.02%
631
172
$69K 0.02%
259
-20
173
$68K 0.02%
1,302
-3,004
174
$67K 0.02%
5,361
+65
175
$64K 0.02%
837
5 6
7
8 9