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
151
$1.46M 0.14%
14,260
+1,209
152
$1.46M 0.14%
38,824
+2,324
153
$1.45M 0.14%
7,334
+512
154
$1.44M 0.14%
21,010
-1,300
155
$1.44M 0.14%
78,266
+1,895
156
$1.43M 0.14%
24,749
-6,156
157
$1.42M 0.14%
47,862
+17,300
158
$1.4M 0.14%
3,657
+84
159
$1.37M 0.13%
3,342
-2
160
$1.34M 0.13%
20,682
+7,526
161
$1.28M 0.13%
19,081
+1,277
162
$1.27M 0.13%
34,468
+2,190
163
$1.24M 0.12%
15,419
-150
164
$1.19M 0.12%
37,455
+1,799
165
$1.16M 0.11%
+14,997
166
$1.11M 0.11%
19,173
+850
167
$1.1M 0.11%
17,268
+2,650
168
$1.08M 0.11%
28,325
-29,635
169
$1.07M 0.11%
+17,074
170
$1.07M 0.1%
+13,430
171
$1.06M 0.1%
24,831
+442
172
$994K 0.1%
90,810
+46,053
173
$983K 0.1%
35,695
+1,864
174
$981K 0.1%
6,222
-151
175
$963K 0.09%
10,504
+465
5 6
7
8 9