RCM

Raleigh Capital Management Portfolio holdings

AUM $290M
1-Year Est. Return 19.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$3.01M
3
+$2.62M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.92M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.64M

Top Sells

1
+$5.87M
2
+$2.75M
3
+$2.13M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$1.71M
5
GLD icon
SPDR Gold Trust
GLD
+$1.29M

Sector Composition

1 Technology 11.25%
2 Healthcare 9.39%
3 Financials 8.71%
4 Energy 5.33%
5 Consumer Staples 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$42.2K 0.02%
230
-10
277
$41.7K 0.02%
139
-22
278
$41.5K 0.02%
1,653
279
$41.2K 0.02%
2,762
280
$41.2K 0.02%
113
-8
281
$40.7K 0.02%
486
-252
282
$37.5K 0.01%
77
-7
283
$37.4K 0.01%
269
-12
284
$35.4K 0.01%
149
-611
285
$34.8K 0.01%
425
+26
286
$33.5K 0.01%
+2,350
287
$33.4K 0.01%
398
-21
288
$33K 0.01%
174
-8
289
$32.9K 0.01%
100
290
$32K 0.01%
1,755
+25
291
$32K 0.01%
+755
292
$31.6K 0.01%
1,452
+15
293
$31.4K 0.01%
1,635
+19
294
$31.4K 0.01%
1,070
+16
295
$30.8K 0.01%
220
-9
296
$30.1K 0.01%
468
+3
297
$28.6K 0.01%
216
-10
298
$26.1K 0.01%
426
-22
299
$25.7K 0.01%
+6
300
$25.1K 0.01%
+1,909
10 11
12
13 14