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
326
$20.7K 0.01%
2,845
+77
327
$19.7K 0.01%
215
+207
328
$19.7K 0.01%
252
-13
329
$19.3K 0.01%
803
-55
330
$19.3K 0.01%
303
+14
331
$19.1K 0.01%
+888
332
$19K 0.01%
359
-30
333
$18.9K 0.01%
+198
334
$18.6K 0.01%
129
335
$18.2K 0.01%
188
+15
336
$17.9K 0.01%
347
-32
337
$17.2K 0.01%
242
+235
338
$16.9K 0.01%
169
-985
339
$16K 0.01%
649
+5
340
$15.7K 0.01%
652
+201
341
$15.3K 0.01%
296
+18
342
$15.3K 0.01%
54
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343
$15.1K 0.01%
161
+123
344
$15.1K 0.01%
174
+29
345
$15.1K 0.01%
150
-50
346
$14.5K 0.01%
233
-36
347
$14.1K 0.01%
62
+49
348
$14.1K 0.01%
94
-23
349
$13.8K 0.01%
127
-24
350
$13.8K 0.01%
+58
12 13
14
15 16