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
101
$635K 0.27%
1,990
-178
102
$631K 0.26%
23,729
+3,594
103
$630K 0.26%
8,900
+285
104
$615K 0.26%
2,452
-91
105
$611K 0.26%
7,593
-457
106
$611K 0.26%
9,720
+215
107
$602K 0.25%
10,399
-6,970
108
$595K 0.25%
6,111
+2,972
109
$585K 0.25%
12,730
+317
110
$578K 0.24%
1,934
+1,723
111
$577K 0.24%
1,844
-90
112
$569K 0.24%
7,822
+206
113
$562K 0.24%
6,264
-276
114
$554K 0.23%
2,307
-120
115
$552K 0.23%
1,724
-109
116
$551K 0.23%
3,181
-1,085
117
$546K 0.23%
4,250
-175
118
$540K 0.23%
18,376
+637
119
$528K 0.22%
3,350
+1,544
120
$521K 0.22%
1,768
-431
121
$494K 0.21%
4,602
-240
122
$494K 0.21%
963
+767
123
$492K 0.21%
1,684
-101
124
$490K 0.21%
6,836
-1,269
125
$486K 0.2%
6,135
-165
3 4
5
6 7