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
376
$5.72K ﹤0.01%
+30
377
$5.63K ﹤0.01%
159
-14
378
$5.2K ﹤0.01%
80
379
$4.72K ﹤0.01%
+69
380
$4.62K ﹤0.01%
+56
381
$4.47K ﹤0.01%
15
382
$4.22K ﹤0.01%
+78
383
$4.18K ﹤0.01%
+80
384
$4.17K ﹤0.01%
+86
385
$4.1K ﹤0.01%
+80
386
$3.34K ﹤0.01%
+30
387
$3.09K ﹤0.01%
39
-8,861
388
$2.96K ﹤0.01%
60
+6
389
$2.3K ﹤0.01%
47
-10,352
390
$2.21K ﹤0.01%
+20
391
$2.02K ﹤0.01%
3
-448
392
$1.99K ﹤0.01%
86
+48
393
$1.97K ﹤0.01%
16
394
$1.52K ﹤0.01%
+28
395
$1.36K ﹤0.01%
13
-24
396
$1.33K ﹤0.01%
34
+1
397
$1.15K ﹤0.01%
6
+1
398
$1.11K ﹤0.01%
2
-489
399
$1.08K ﹤0.01%
5
-23
400
$1.05K ﹤0.01%
5
-1,522
14 15
16
17 18