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
301
$30.8K 0.01%
1,437
-713
302
$30.5K 0.01%
100
303
$30.4K 0.01%
1,054
+469
304
$29.2K 0.01%
+244
305
$28.8K 0.01%
+182
306
$28.1K 0.01%
226
-22
307
$26.2K 0.01%
+1,010
308
$26K 0.01%
263
+102
309
$25.9K 0.01%
281
+173
310
$25.7K 0.01%
238
-27
311
$25.5K 0.01%
575
-69
312
$25.3K 0.01%
90
313
$23.1K 0.01%
+316
314
$23.1K 0.01%
252
-22
315
$22.8K 0.01%
116
-11
316
$22.2K 0.01%
+312
317
$22K 0.01%
1,144
+18
318
$21.8K 0.01%
323
-18
319
$21.8K 0.01%
346
-10,406
320
$21.7K 0.01%
234
+3
321
$21.3K 0.01%
523
-30
322
$21.2K 0.01%
237
-28
323
$21K 0.01%
399
-39
324
$20.9K 0.01%
824
-72
325
$20.8K 0.01%
+448
11 12
13
14 15