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
1
$34.9M 3.43%
78,478
+4,676
2
$24.9M 2.45%
86,917
-2,526
3
$22.2M 2.18%
46,078
-15,217
4
$18.1M 1.78%
42,898
+608
5
$17M 1.67%
83,005
-697
6
$16.7M 1.65%
64,381
-343
7
$15.6M 1.53%
85,369
+198
8
$14.4M 1.41%
59,953
+96
9
$14.3M 1.4%
150,638
+69,969
10
$12.6M 1.24%
63,004
+3,354
11
$11.8M 1.16%
49,650
-2,279
12
$11.2M 1.1%
118,949
+20,158
13
$11.2M 1.1%
21,230
-245
14
$10.9M 1.07%
63,659
+3,473
15
$10.9M 1.07%
176,180
+13,010
16
$10.6M 1.04%
20,178
+1,811
17
$9.55M 0.94%
110,148
+742
18
$9.52M 0.94%
116,603
+5,565
19
$9.23M 0.91%
44,303
+2,398
20
$8.86M 0.87%
32,700
+723
21
$8.8M 0.87%
+59,598
22
$8.8M 0.86%
53,849
-2,122
23
$8.72M 0.86%
72,093
+398
24
$8.62M 0.85%
47,303
-603
25
$8.6M 0.85%
34,402
+245
1
2 3 4 5