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RFM

Royal Fund Management Portfolio holdings

AUM $1.04B
1-Year Est. Return 26.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$830M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10.8M
3
+$8.82M
4
ARM icon
Arm
ARM
+$5.35M
5
RBLX icon
Roblox
RBLX
+$5.19M

Top Sells

1
+$14.4M
2
+$12.7M
3
+$10M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.43M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.23M

Sector Composition

1 Technology 21.69%
2 Financials 6.08%
3 Consumer Discretionary 5.67%
4 Industrials 5.29%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$588K 0.07%
16,622
-200
177
$577K 0.07%
6,007
-1,150
178
$560K 0.07%
21,997
-7,158
179
$551K 0.07%
8,815
-7,015
180
$503K 0.06%
5,482
-2,310
181
$501K 0.06%
2,181
-256
182
$500K 0.06%
1,094
-2,129
183
$494K 0.06%
4,914
184
$476K 0.06%
3,970
-190
185
$474K 0.06%
13,557
-957
186
$456K 0.06%
8,435
-17,622
187
$448K 0.05%
2,766
-15,354
188
$421K 0.05%
2,960
-46
189
$391K 0.05%
584
190
$386K 0.05%
3,420
-402
191
$382K 0.05%
16,801
-25,094
192
$381K 0.05%
2,225
-1,108
193
$367K 0.04%
192
-318
194
$357K 0.04%
711
+60
195
$322K 0.04%
12,613
-15,739
196
$300K 0.04%
4,444
197
$298K 0.04%
5,070
-16,375
198
$295K 0.04%
980
+1
199
$288K 0.03%
1,811
-961
200
$274K 0.03%
600
-600
6 7
8
9 10