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
$868M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$6.62M
3
+$6.42M
4
IOT icon
Samsara
IOT
+$3.96M
5
PLTR icon
Palantir
PLTR
+$2.87M

Top Sells

1
+$13.4M
2
+$8.38M
3
+$8.15M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.33M
5
AMD icon
Advanced Micro Devices
AMD
+$4.29M

Sector Composition

1 Technology 17.65%
2 Healthcare 5.62%
3 Consumer Discretionary 5.4%
4 Industrials 4.67%
5 Energy 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$548K 0.05%
27,145
+862
202
$534K 0.05%
9,216
+41
203
$521K 0.05%
39,234
-815
204
$500K 0.05%
951
+452
205
$493K 0.05%
10,865
-2,089
206
$446K 0.04%
4,914
207
$444K 0.04%
11,965
-1,431
208
$407K 0.04%
1,800
-15,600
209
$406K 0.04%
4,641
210
$393K 0.04%
5,478
+583
211
$387K 0.04%
3,039
-105
212
$370K 0.04%
+10,664
213
$358K 0.04%
9,452
+334
214
$356K 0.04%
5,969
-605
215
$354K 0.03%
2,551
216
$342K 0.03%
4,447
217
$318K 0.03%
915
218
$318K 0.03%
1,547
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219
$310K 0.03%
40,053
220
$307K 0.03%
33,808
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221
$296K 0.03%
1,062
-5,509
222
$291K 0.03%
374
+7
223
$275K 0.03%
627
+2
224
$273K 0.03%
+2,359
225
$272K 0.03%
3,276
7 8
9
10 11