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
$868M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$6.62M
3
+$6.42M
4
IOT icon
Samsara
IOT
+$3.96M
5
PLTR icon
Palantir
PLTR
+$2.87M

Top Sells

1
+$13.4M
2
+$8.38M
3
+$8.15M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.33M
5
AMD icon
Advanced Micro Devices
AMD
+$4.29M

Sector Composition

1 Technology 17.65%
2 Healthcare 5.62%
3 Consumer Discretionary 5.4%
4 Industrials 4.67%
5 Energy 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$891K 0.09%
9,200
+5,100
177
$886K 0.09%
15,200
-22,900
178
$879K 0.09%
2,091
179
$876K 0.09%
+12,515
180
$868K 0.09%
8,489
+989
181
$837K 0.08%
4,588
182
$831K 0.08%
7,148
-190
183
$829K 0.08%
4,739
+50
184
$815K 0.08%
7,645
-1,400
185
$801K 0.08%
4,054
+57
186
$800K 0.08%
73,002
+4,701
187
$793K 0.08%
14,056
+971
188
$792K 0.08%
19,692
+1,109
189
$785K 0.08%
516
+6
190
$765K 0.08%
20,732
+7,300
191
$765K 0.08%
48,060
+330
192
$742K 0.07%
+24,546
193
$741K 0.07%
39,280
-2,022
194
$730K 0.07%
+8,770
195
$723K 0.07%
+2,206
196
$720K 0.07%
82,264
+5,247
197
$702K 0.07%
958
-59
198
$693K 0.07%
21,000
-400
199
$687K 0.07%
9,696
-13,907
200
$588K 0.06%
4,802
-78
6 7
8
9 10