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
151
$362K 0.15%
3,774
+2,200
152
$357K 0.15%
2,347
-127
153
$357K 0.15%
1,395
+25
154
$353K 0.15%
1,470
+345
155
$352K 0.15%
4,467
-134
156
$351K 0.15%
+12,178
157
$347K 0.15%
8,446
-417
158
$342K 0.14%
483
+108
159
$338K 0.14%
663
+108
160
$333K 0.14%
10,198
-177
161
$326K 0.14%
3,550
-14,391
162
$325K 0.14%
2,386
-262
163
$324K 0.14%
12,192
-1,158
164
$322K 0.14%
6,553
-213
165
$317K 0.13%
9,057
+93
166
$316K 0.13%
3,627
-221
167
$315K 0.13%
8,821
-618
168
$315K 0.13%
8,900
-885
169
$311K 0.13%
3,691
-222
170
$310K 0.13%
2,557
-144
171
$310K 0.13%
610
-30
172
$308K 0.13%
+3,119
173
$307K 0.13%
664
-20
174
$306K 0.13%
571
+73
175
$305K 0.13%
5,204
-193
5 6
7
8 9