RCM

Raleigh Capital Management Portfolio holdings

AUM $276M
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.16M
3
+$1.77M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$1.69M
5
BTI icon
British American Tobacco
BTI
+$1.5M

Top Sells

1
+$4.55M
2
+$2.18M
3
+$2.01M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.01M
5
SPEU icon
State Street SPDR Portfolio Europe ETF
SPEU
+$1.81M

Sector Composition

1 Technology 10.78%
2 Financials 9.44%
3 Healthcare 8.15%
4 Consumer Staples 5.74%
5 Energy 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$79.6K 0.03%
149
-16
252
$78.8K 0.03%
1,492
-75
253
$76.8K 0.03%
419
-49
254
$73.5K 0.03%
1,675
+18
255
$70.3K 0.03%
178
+41
256
$64.4K 0.03%
82
-11
257
$63.3K 0.03%
1,229
+212
258
$61.7K 0.03%
2,942
+33
259
$60.2K 0.03%
412
-69
260
$59.1K 0.02%
443
-47
261
$58.3K 0.02%
131
-342
262
$57.9K 0.02%
115
-16
263
$57.6K 0.02%
187
-24
264
$57.6K 0.02%
+1,197
265
$57.3K 0.02%
2,762
266
$56.9K 0.02%
208
-22
267
$55.4K 0.02%
2,184
-235
268
$55.1K 0.02%
332
-30
269
$53.3K 0.02%
+238
270
$52.2K 0.02%
255
-24
271
$51.2K 0.02%
1,222
+11
272
$50.5K 0.02%
161
-22
273
$49.8K 0.02%
240
-33
274
$49.5K 0.02%
713
+10
275
$49.2K 0.02%
374
-42
9 10
11
12 13