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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
$1.04B
AUM Growth
-$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.8M
3
+$13.8M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$13.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.1M

Top Sells

1
+$24.4M
2
+$19M
3
+$15.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$14.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$14.6M

Sector Composition

1 Technology 16.97%
2 Industrials 6.04%
3 Healthcare 5.56%
4 Financials 5.01%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MKL icon
176
Markel Group
MKL
$23.1B
$976K 0.09%
510
IYH icon
177
iShares US Healthcare ETF
IYH
$3.1B
$970K 0.09%
15,745
-2,953
KEY icon
178
KeyCorp
KEY
$23.9B
$928K 0.09%
+46,300
FLTR icon
179
VanEck IG Floating Rate ETF
FLTR
$2.76B
$927K 0.09%
36,400
+2,282
BIL icon
180
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$927K 0.09%
10,124
+551
GTLB icon
181
GitLab
GTLB
$4.94B
$915K 0.09%
42,300
-37,900
RBRK icon
182
Rubrik
RBRK
$14.9B
$887K 0.09%
18,115
-785
ZHDG icon
183
Zega Buy & Hedge ETF
ZHDG
$34.7M
$887K 0.09%
41,992
+25
COHR icon
184
Coherent
COHR
$69.6B
$854K 0.08%
3,587
-5,405
NTAP icon
185
NetApp
NTAP
$31.7B
$839K 0.08%
8,198
+3,100
UHS icon
186
Universal Health Services
UHS
$8.84B
$821K 0.08%
4,588
HMC icon
187
Honda
HMC
$34.4B
$815K 0.08%
33,528
-44,179
CIFR icon
188
Cipher Digital Inc
CIFR
$8.77B
$766K 0.07%
+59,500
HD icon
189
Home Depot
HD
$320B
$752K 0.07%
2,286
+56
SHOP icon
190
Shopify
SHOP
$141B
$750K 0.07%
6,326
+4,557
IBIT icon
191
iShares Bitcoin Trust
IBIT
$47.9B
$729K 0.07%
19,561
-3,907
SLB icon
192
SLB Ltd
SLB
$83.8B
$711K 0.07%
13,830
-1,000
RSPT icon
193
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.28B
$705K 0.07%
15,571
-3,054
VKTX icon
194
Viking Therapeutics
VKTX
$3.22B
$683K 0.07%
20,976
-22,176
MDY icon
195
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$663K 0.06%
1,075
CEG icon
196
Constellation Energy
CEG
$86.1B
$658K 0.06%
2,358
IVE icon
197
iShares S&P 500 Value ETF
IVE
$47.4B
$650K 0.06%
3,077
+36
XLE icon
198
State Street Energy Select Sector SPDR ETF
XLE
$40B
$605K 0.06%
9,873
-449
WULF icon
199
TeraWulf
WULF
$11.7B
$602K 0.06%
41,687
+22,937
XOM icon
200
Exxon Mobil
XOM
$629B
$601K 0.06%
3,545
+7
6 7
8
9 10