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
176
$50K 0.02%
+760
177
$48K 0.02%
2,552
178
$47K 0.02%
985
179
$46K 0.02%
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180
$46K 0.02%
904
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181
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182
$43K 0.02%
625
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183
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1,274
184
$43K 0.02%
4,000
-2,000
185
$43K 0.02%
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186
$41K 0.02%
196
187
$41K 0.02%
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188
$40K 0.02%
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189
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190
$39K 0.02%
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191
$39K 0.02%
1,100
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192
$39K 0.02%
607
193
$38K 0.02%
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194
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195
$37K 0.01%
411
196
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590
197
$37K 0.01%
510
198
$37K 0.01%
200
199
$35K 0.01%
772
200
$35K 0.01%
1,152
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8
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