RFM

Royal Fund Management Portfolio holdings

AUM $1.09B
1-Year Est. Return 24.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$608M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1 +$8.92M
2 +$8.33M
3 +$2.42M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.31M
5
MSFT icon
Microsoft
MSFT
+$1.33M

Sector Composition

1 Technology 11.01%
2 Healthcare 7.07%
3 Industrials 5.5%
4 Consumer Discretionary 5.49%
5 Consumer Staples 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$207K 0.03%
+3,000
202
$184K 0.03%
+528
203
$143K 0.02%
16,524
204
$124K 0.02%
+4,400
205
$85.6K 0.01%
10,596
206
$73.8K 0.01%
30,000
207
$68.2K 0.01%
38,312
208
-98,009
209
-9,238
210
-11,056
211
-1,452
212
-1,644
213
-21,145
214
-1,945
215
0
216
-55,167
217
-2,694
218
-66,294
219
-10,762