RCM

Raleigh Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$116K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.23M
3
+$1.69M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.28M
5
CERY
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
+$1.14M

Top Sells

1
+$3.37M
2
+$2.4M
3
+$1.85M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.32M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.23M

Sector Composition

1 Technology 13.7%
2 Financials 9.73%
3 Healthcare 8.42%
4 Consumer Staples 5.23%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$141K 0.05%
3,937
-53
227
$140K 0.05%
14,169
-49
228
$140K 0.05%
660
-12
229
$140K 0.05%
1,560
-14
230
$135K 0.05%
+2,728
231
$134K 0.05%
251
-14
232
$128K 0.05%
5,529
+562
233
$126K 0.05%
1,441
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234
$124K 0.05%
682
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235
$123K 0.05%
341
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236
$121K 0.05%
2,939
-58
237
$121K 0.05%
250
-124
238
$120K 0.05%
1,041
+37
239
$116K 0.04%
670
-365
240
$115K 0.04%
835
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241
$114K 0.04%
4,381
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242
$114K 0.04%
1,336
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243
$111K 0.04%
3,228
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244
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903
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245
$103K 0.04%
198
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246
$103K 0.04%
3,976
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247
$102K 0.04%
1,549
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248
$102K 0.04%
5,571
-490
249
$101K 0.04%
+3,117
250
$99K 0.04%
2,305
-2,121
8 9
10
11 12