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
351
$13.8K 0.01%
56
-4
352
$13.7K 0.01%
49
353
$13.4K 0.01%
153
+6
354
$13.2K 0.01%
314
-80
355
$13.2K 0.01%
51
+3
356
$13.1K 0.01%
+185
357
$12.6K 0.01%
166
-6
358
$12.4K 0.01%
205
+18
359
$12.3K 0.01%
80
-30
360
$12.2K 0.01%
783
+11
361
$12.2K 0.01%
176
+1
362
$11.9K 0.01%
500
363
$11.8K ﹤0.01%
1,558
364
$11.6K ﹤0.01%
127
-5
365
$11.5K ﹤0.01%
+189
366
$11.5K ﹤0.01%
96
-3
367
$11.3K ﹤0.01%
168
-12
368
$10.3K ﹤0.01%
274
+1
369
$10K ﹤0.01%
267
+4
370
$9.52K ﹤0.01%
217
+133
371
$9.45K ﹤0.01%
192
+3
372
$9.42K ﹤0.01%
187
+117
373
$9.15K ﹤0.01%
82
+4
374
$8.79K ﹤0.01%
38
+3
375
$7K ﹤0.01%
+454
13 14
15
16 17