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
276
$47.9K 0.02%
270
-27
277
$47.5K 0.02%
646
-83
278
$43.8K 0.02%
485
-30
279
$42.5K 0.02%
738
-245
280
$42.2K 0.02%
171
-205
281
$41.6K 0.02%
159
-14
282
$41.3K 0.02%
925
-168
283
$40.6K 0.02%
648
+165
284
$39.1K 0.02%
1,653
285
$39.1K 0.02%
281
-35
286
$38.6K 0.02%
272
-39
287
$38.6K 0.02%
412
-55
288
$37.6K 0.02%
450
+367
289
$37K 0.02%
+70
290
$36.2K 0.02%
347
+3
291
$35.7K 0.02%
121
-14
292
$34.2K 0.01%
84
-5
293
$34K 0.01%
229
-27
294
$33.8K 0.01%
217
-12
295
$32.7K 0.01%
465
-329
296
$32.6K 0.01%
+537
297
$32.5K 0.01%
419
-47
298
$31.1K 0.01%
+442
299
$30.9K 0.01%
1,616
+18
300
$30.8K 0.01%
1,730
+25
10 11
12
13 14