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RFM

Royal Fund Management Portfolio holdings

AUM $1.04B
1-Year Est. Return 26.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$830M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10.8M
3
+$8.82M
4
ARM icon
Arm
ARM
+$5.35M
5
RBLX icon
Roblox
RBLX
+$5.19M

Top Sells

1
+$14.4M
2
+$12.7M
3
+$10M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.43M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.23M

Sector Composition

1 Technology 21.69%
2 Financials 6.08%
3 Consumer Discretionary 5.67%
4 Industrials 5.29%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$268K 0.03%
289
-35
202
$259K 0.03%
5,788
-7,092
203
$258K 0.03%
924
-371
204
$254K 0.03%
3,186
-4,592
205
$253K 0.03%
11,050
+2,900
206
$234K 0.03%
1,542
207
$231K 0.03%
339
208
$231K 0.03%
2,143
-400
209
$226K 0.03%
1,607
-599
210
$220K 0.03%
+5,607
211
$208K 0.03%
416
-62
212
$207K 0.02%
2,188
-943
213
$206K 0.02%
1,803
+46
214
$205K 0.02%
+423
215
$147K 0.02%
12,268
-13,085
216
$130K 0.02%
+11,187
217
– –
-3,881
218
– –
-636
219
– –
-2,200
220
– –
-22,161
221
– –
-402
222
– –
-1,240
223
– –
-5,835
224
– –
-30,000
225
– –
-70,006
7 8
9
10 11