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
$698M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$12.1M
3 +$11.8M
4
IYW icon
iShares US Technology ETF
IYW
+$11.4M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.35M

Sector Composition

1 Technology 11.34%
2 Healthcare 6.54%
3 Consumer Discretionary 5.73%
4 Industrials 4.64%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-100,943
202
-73,038