RCM

Raleigh Capital Management Portfolio holdings

AUM $263M
1-Year Est. Return 18.47%
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,210
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.85M
3
+$1.6M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.42M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.34M

Top Sells

1
+$2.16M
2
+$1.55M
3
+$1.21M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.19M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.01M

Sector Composition

1 Technology 10.35%
2 Financials 9.46%
3 Healthcare 7.8%
4 Energy 6.47%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$132K 0.06%
1,716
+835
227
$132K 0.06%
675
228
$131K 0.06%
+3,627
229
$129K 0.06%
1,367
-554
230
$122K 0.05%
4,338
231
$121K 0.05%
233
+46
232
$111K 0.05%
309
+109
233
$109K 0.05%
4,305
+24
234
$109K 0.05%
948
-8,787
235
$108K 0.05%
323
+282
236
$108K 0.05%
1,069
-3,249
237
$104K 0.05%
238
+70
238
$104K 0.04%
506
+149
239
$104K 0.04%
178
+74
240
$99.3K 0.04%
331
+256
241
$94.8K 0.04%
2,146
+363
242
$93.1K 0.04%
2,259
-1,332
243
$92.9K 0.04%
1,927
-556
244
$92.6K 0.04%
540
+84
245
$89.5K 0.04%
1,633
+957
246
$88.6K 0.04%
212
+162
247
$87.6K 0.04%
350
+66
248
$87.3K 0.04%
1,287
-2,609
249
$86.6K 0.04%
+3,533
250
$86.2K 0.04%
216
+175
8 9
10
11 12