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
$541M
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$3.47M
2 +$3.37M
3 +$3.32M
4
MMM icon
3M
MMM
+$2.52M
5
DDOG icon
Datadog
DDOG
+$2.42M

Top Sells

1 +$13.2M
2 +$2.54M
3 +$2.1M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.9M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.87M

Sector Composition

1 Technology 10.63%
2 Healthcare 6.83%
3 Consumer Discretionary 6.16%
4 Industrials 4.86%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,608
202
-59,051
203
-98,869