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
$235M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.71M
3
+$1.19M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.16M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$737K

Top Sells

1
+$2.01M
2
+$1.87M
3
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.1M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$866K

Sector Composition

1 Technology 12.19%
2 Financials 8.89%
3 Healthcare 7.84%
4 Consumer Staples 5.97%
5 Utilities 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$134K 0.06%
7,289
+1
227
$131K 0.06%
4,155
-1,814
228
$127K 0.05%
1,387
+20
229
$126K 0.05%
284
+68
230
$120K 0.05%
315
+111
231
$118K 0.05%
4,338
232
$118K 0.05%
553
+47
233
$117K 0.05%
274
+36
234
$116K 0.05%
1,600
-116
235
$116K 0.05%
247
+35
236
$116K 0.05%
340
+31
237
$116K 0.05%
209
+31
238
$113K 0.05%
4,731
+1,198
239
$111K 0.05%
1,217
+548
240
$109K 0.05%
624
+84
241
$107K 0.05%
632
+120
242
$107K 0.05%
448
+136
243
$106K 0.05%
4,305
244
$104K 0.04%
2,199
+566
245
$103K 0.04%
4,859
+3,367
246
$98.5K 0.04%
753
+405
247
$98.3K 0.04%
524
+275
248
$95.8K 0.04%
900
+20
249
$95K 0.04%
488
+118
250
$91.9K 0.04%
2,263
+4
8 9
10
11 12