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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
151
$1.15M 0.14%
21,172
-315
152
$1.12M 0.14%
30,209
-7,658
153
$1.11M 0.13%
48,562
-6,571
154
$1.09M 0.13%
3,624
-635
155
$1.08M 0.13%
15,930
-374
156
$1.07M 0.13%
+2,846
157
$1.03M 0.12%
+23,547
158
$1.02M 0.12%
15,490
-22,086
159
$959K 0.12%
3,919
-448
160
$956K 0.12%
9,414
-840
161
$942K 0.11%
+17,642
162
$901K 0.11%
6,370
-556
163
$891K 0.11%
2,198
-186
164
$890K 0.11%
48,600
-4,000
165
$888K 0.11%
9,900
+200
166
$781K 0.09%
7,582
-36,068
167
$777K 0.09%
11,721
-15,196
168
$751K 0.09%
6,700
-1,432
169
$744K 0.09%
6,703
-324
170
$721K 0.09%
14,700
+1,500
171
$708K 0.09%
5,920
-6,226
172
$665K 0.08%
4,646
+100
173
$659K 0.08%
+38,139
174
$634K 0.08%
1,969
-1,623
175
$606K 0.07%
5,117
-37,117
5 6
7
8 9