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
$699M
AUM Growth
-$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.7M
3
+$7.92M
4
MNDY icon
monday.com
MNDY
+$2.91M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.6M

Top Sells

1
+$10.2M
2
+$5.09M
3
+$5.05M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$4.85M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.27M

Sector Composition

1 Technology 16.41%
2 Healthcare 6.04%
3 Consumer Discretionary 5.39%
4 Industrials 4.58%
5 Energy 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$327K 0.04%
+1,201
202
$326K 0.04%
34,250
+5,035
203
$318K 0.04%
4,886
+102
204
$315K 0.04%
2,518
+1
205
$306K 0.04%
+10,000
206
$287K 0.04%
+9,002
207
$284K 0.04%
1,115
208
$263K 0.04%
+24,400
209
$252K 0.03%
+5,625
210
$251K 0.03%
+2,700
211
$239K 0.03%
1,393
+133
212
$236K 0.03%
4,040
-205
213
$233K 0.03%
4,593
-49
214
$232K 0.03%
8,463
-36,231
215
$226K 0.03%
526
+33
216
$222K 0.03%
+5,254
217
$218K 0.03%
10,696
218
$215K 0.03%
+1,630
219
$214K 0.03%
+1,160
220
$213K 0.03%
+5,063
221
$205K 0.03%
623
-65
222
$205K 0.03%
2,117
-2,575
223
$128K 0.02%
+33,754
224
$58.5K 0.01%
30,000
225
$52.3K 0.01%
38,312
6 7 8
9
10