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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
1
$30.9M 3.72%
345,641
+123,341
2
$29.3M 3.53%
47,630
-7,242
3
$21.3M 2.57%
114,259
-1,064
4
$17.7M 2.13%
34,098
-28,224
5
$17.6M 2.12%
26,388
-15,612
6
$17M 2.05%
143,896
+32,291
7
$16.5M 1.98%
+201,033
8
$16.2M 1.95%
316,728
+264,466
9
$15.7M 1.89%
44,175
+6,614
10
$15.7M 1.89%
291,008
-107,076
11
$13.3M 1.61%
42,293
-7,121
12
$12.3M 1.48%
20,420
-8,067
13
$11.8M 1.42%
148,831
+98,497
14
$10.9M 1.31%
116,416
-4,584
15
$10.7M 1.28%
32,328
-14,425
16
$10.1M 1.22%
70,744
-67,403
17
$9.96M 1.2%
101,671
-3,829
18
$9.79M 1.18%
81,079
-82,020
19
$9.69M 1.17%
222,110
-14,202
20
$9.13M 1.1%
54,869
-3,933
21
$8.97M 1.08%
36,906
-9,935
22
$8.81M 1.06%
110,028
-14,256
23
$8.56M 1.03%
11,657
-406
24
$8.36M 1.01%
29,579
+1,974
25
$8.28M 1%
32,502
-7,270
1
2 3 4 5