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
201
$54K 0.02%
2,624
202
$54K 0.02%
529
203
$53K 0.02%
1,506
+112
204
$53K 0.02%
1,888
-13
205
$53K 0.02%
1,236
206
$53K 0.02%
1,192
207
$52K 0.02%
1,302
+75
208
$52K 0.02%
2,190
209
$52K 0.02%
223
210
$52K 0.02%
835
-2,762
211
$51K 0.02%
+2,304
212
$49K 0.02%
1,780
+162
213
$49K 0.02%
4,096
-27
214
$48K 0.02%
683
215
$47K 0.02%
780
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216
$47K 0.02%
2,520
+540
217
$45K 0.01%
251
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218
$45K 0.01%
825
219
$45K 0.01%
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220
$44K 0.01%
202
221
$43K 0.01%
1,098
-18
222
$43K 0.01%
502
-2
223
$42K 0.01%
772
224
$42K 0.01%
562
225
$41K 0.01%
2,552
7 8
9
10 11