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
$608M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$8.54M
3
+$2.4M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.35M
5
MSFT icon
Microsoft
MSFT
+$1.33M

Top Sells

1
+$9.41M
2
+$4.49M
3
+$1.48M
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$1.46M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.16M

Sector Composition

1 Technology 11.01%
2 Healthcare 7.07%
3 Industrials 5.5%
4 Consumer Discretionary 5.49%
5 Consumer Staples 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$371K 0.06%
8,978
+42
177
$365K 0.06%
4,408
178
$357K 0.06%
+4,137
179
$352K 0.06%
+2,296
180
$340K 0.05%
+2,823
181
$336K 0.05%
4,704
+210
182
$325K 0.05%
9,666
+1,307
183
$324K 0.05%
3,900
-200
184
$321K 0.05%
2,508
+128
185
$301K 0.05%
774
186
$290K 0.05%
4,614
+5
187
$285K 0.05%
25,296
+13,512
188
$284K 0.05%
1,700
189
$282K 0.04%
+9,920
190
$279K 0.04%
+1,528
191
$277K 0.04%
8,378
+321
192
$275K 0.04%
+3,325
193
$268K 0.04%
+2,554
194
$265K 0.04%
+1,115
195
$261K 0.04%
5,094
-37
196
$256K 0.04%
+1,168
197
$251K 0.04%
+2,300
198
$225K 0.04%
+9,900
199
$207K 0.03%
+3,758
200
$207K 0.03%
1,041
-241
5 6 7
8
9