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
401
$1.99K ﹤0.01%
102
402
$1.94K ﹤0.01%
40
403
$1.92K ﹤0.01%
7
404
$1.91K ﹤0.01%
13
405
$1.79K ﹤0.01%
14
406
$1.78K ﹤0.01%
20
407
$1.74K ﹤0.01%
14
408
$1.74K ﹤0.01%
25
+1
409
$1.71K ﹤0.01%
78
+1
410
$1.67K ﹤0.01%
+33
411
$1.57K ﹤0.01%
12
412
$1.56K ﹤0.01%
46
+1
413
$1.35K ﹤0.01%
33
+1
414
$1.25K ﹤0.01%
33
-8,652
415
$1.15K ﹤0.01%
+7
416
$1.15K ﹤0.01%
12
+5
417
$1.15K ﹤0.01%
32
+9
418
$1.13K ﹤0.01%
+5
419
$1.1K ﹤0.01%
14
420
$1.04K ﹤0.01%
+49
421
$1.04K ﹤0.01%
8
-177
422
$1.03K ﹤0.01%
90
-61
423
$1.02K ﹤0.01%
34
424
$1.01K ﹤0.01%
28
+14
425
$1.01K ﹤0.01%
+3
15 16
17
18 19