RCM
Raleigh Capital Management Portfolio holdings
AUM
$238M
1-Year Return
19.5%
This Quarter Return
+7.15%
1 Year Return
+19.5%
3 Year Return
+46.18%
5 Year Return
–
10 Year Return
–
AUM
$238M
AUM Growth
+$17.6M
(+8%)
Cap. Flow
+$6.35M
Cap. Flow
% of AUM
2.66%
Top 10 Holdings %
Top 10 Hldgs %
24.19%
Holding
717
New
148
Increased
180
Reduced
195
Closed
86
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$3.9M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.34M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.97M |
| 4 |
SPDR Dow Jones REIT ETF
RWR
|
+$1.7M |
| 5 |
British American Tobacco
BTI
|
+$1.6M |
Top Sells
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$4.81M |
| 2 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$2.31M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.18M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.11M |
| 5 |
SPDR Portfolio Europe ETF
SPEU
|
+$1.72M |
Sector Composition
| 1 | Technology | 10.78% |
| 2 | Financials | 9.44% |
| 3 | Healthcare | 8.15% |
| 4 | Consumer Staples | 5.74% |
| 5 | Energy | 5.45% |
