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
301
$24.4K 0.01%
113
-3
302
$23.9K 0.01%
266
+3
303
$23.3K 0.01%
313
-10
304
$23.1K 0.01%
243
+9
305
$23K 0.01%
312
-48
306
$22.9K 0.01%
313
+1
307
$22.9K 0.01%
259
+22
308
$22.7K 0.01%
1,153
+9
309
$22.1K 0.01%
232
+71
310
$21.7K 0.01%
306
+3
311
$21.7K 0.01%
+502
312
$21.5K 0.01%
931
-94,101
313
$21.5K 0.01%
360
+1
314
$21.2K 0.01%
227
-11
315
$21K 0.01%
321
+88
316
$20.8K 0.01%
252
317
$20.5K 0.01%
242
-10
318
$20.3K 0.01%
+133
319
$20.1K 0.01%
+242
320
$20.1K 0.01%
266
-447
321
$19.9K 0.01%
545
-30
322
$19.6K 0.01%
843
-45
323
$19.5K 0.01%
190
+2
324
$19.5K 0.01%
129
325
$19.2K 0.01%
751
-52
11 12
13
14 15