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
$314M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$4.75M
3
+$4.16M
4
USRT icon
iShares Core US REIT ETF
USRT
+$3.71M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.7M

Top Sells

1
+$4.06M
2
+$3.82M
3
+$2.68M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.11M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.03M

Sector Composition

1 Technology 11.75%
2 Healthcare 9.42%
3 Energy 8.03%
4 Consumer Staples 7.92%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$80K 0.03%
3,577
177
$77K 0.02%
1,148
178
$75K 0.02%
608
-42
179
$74K 0.02%
552
-2
180
$74K 0.02%
682
+488
181
$74K 0.02%
1,293
182
$73K 0.02%
5,499
+68
183
$73K 0.02%
6,030
-237
184
$72K 0.02%
242
-58
185
$69K 0.02%
245
+58
186
$68K 0.02%
1,552
-752
187
$67K 0.02%
277
188
$67K 0.02%
2,126
+263
189
$67K 0.02%
2,020
190
$67K 0.02%
940
+6
191
$65K 0.02%
2,976
-1
192
$64K 0.02%
400
193
$63K 0.02%
417
194
$61K 0.02%
882
+211
195
$60K 0.02%
837
196
$59K 0.02%
326
197
$59K 0.02%
2,050
198
$58K 0.02%
631
199
$58K 0.02%
213
200
$55K 0.02%
786
6 7
8
9 10