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
351
$12.9K ﹤0.01%
500
352
$12.7K ﹤0.01%
168
353
$12.7K ﹤0.01%
1,558
354
$12.2K ﹤0.01%
189
355
$11.9K ﹤0.01%
97
+1
356
$11.9K ﹤0.01%
+48
357
$11.8K ﹤0.01%
43
-8
358
$11.6K ﹤0.01%
+47
359
$11.2K ﹤0.01%
102
-3,727
360
$11.2K ﹤0.01%
167
+1
361
$11K ﹤0.01%
684
-99
362
$10.8K ﹤0.01%
+375
363
$10.6K ﹤0.01%
276
+2
364
$10.4K ﹤0.01%
+24
365
$10.3K ﹤0.01%
128
+1
366
$9.64K ﹤0.01%
78
-4
367
$9.62K ﹤0.01%
49
-3,132
368
$9.41K ﹤0.01%
432
-220
369
$9.27K ﹤0.01%
63
-154
370
$9.11K ﹤0.01%
+352
371
$8.1K ﹤0.01%
164
-28
372
$8.04K ﹤0.01%
+1
373
$7.66K ﹤0.01%
174
-349
374
$7.65K ﹤0.01%
113
-233
375
$6.03K ﹤0.01%
+37
13 14
15
16 17