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
176
$63K 0.02%
2,977
177
$62K 0.02%
267
+52
178
$61K 0.02%
583
+401
179
$60K 0.02%
728
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180
$59K 0.02%
123
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181
$59K 0.02%
762
+161
182
$58K 0.02%
400
183
$58K 0.02%
2,212
-209
184
$55K 0.02%
1,324
+212
185
$54K 0.02%
1,618
186
$52K 0.02%
1,038
187
$51K 0.02%
928
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188
$51K 0.02%
213
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189
$50K 0.02%
275
190
$49K 0.02%
223
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$49K 0.02%
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192
$48K 0.01%
786
193
$48K 0.01%
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196
$46K 0.01%
534
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$45K 0.01%
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198
$45K 0.01%
567
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199
$44K 0.01%
2,552
200
$44K 0.01%
1,430
+1
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