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
376
$6.97K ﹤0.01%
57
-3,854
377
$6.89K ﹤0.01%
+93
378
$6.26K ﹤0.01%
173
+22
379
$5.83K ﹤0.01%
28
+2
380
$4.9K ﹤0.01%
+80
381
$4.24K ﹤0.01%
+24
382
$4.21K ﹤0.01%
+159
383
$4.15K ﹤0.01%
+15
384
$4.01K ﹤0.01%
14
385
$3.97K ﹤0.01%
+25
386
$3.85K ﹤0.01%
37
+12
387
$3.75K ﹤0.01%
44
+4
388
$3.64K ﹤0.01%
34
389
$2.74K ﹤0.01%
+33
390
$2.7K ﹤0.01%
+175
391
$2.63K ﹤0.01%
37
+5
392
$2.61K ﹤0.01%
54
+1
393
$2.56K ﹤0.01%
23
+4
394
$2.56K ﹤0.01%
+32
395
$2.55K ﹤0.01%
20
396
$2.51K ﹤0.01%
+12
397
$2.44K ﹤0.01%
44
+7
398
$2.31K ﹤0.01%
16
-4,280
399
$2.29K ﹤0.01%
13
400
$2.01K ﹤0.01%
20
14 15
16
17 18