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
251
$85.6K 0.04%
880
+380
252
$83.7K 0.04%
893
+3
253
$82.6K 0.04%
285
+40
254
$78.4K 0.03%
403
+87
255
$77.7K 0.03%
754
-296
256
$74K 0.03%
358
+304
257
$74K 0.03%
290
+107
258
$73.8K 0.03%
429
+76
259
$73.6K 0.03%
1,311
+418
260
$72.9K 0.03%
1,004
+32
261
$72.8K 0.03%
512
-1,288
262
$72K 0.03%
312
+270
263
$71.4K 0.03%
+2,738
264
$70.3K 0.03%
2,854
+42
265
$69.9K 0.03%
625
+351
266
$68.5K 0.03%
725
-77
267
$67.5K 0.03%
2,401
-238
268
$67.3K 0.03%
341
+248
269
$67.3K 0.03%
352
-5
270
$67.1K 0.03%
171
+21
271
$66K 0.03%
3,462
+65
272
$66K 0.03%
+250
273
$65.8K 0.03%
279
274
$65K 0.03%
204
+193
275
$64.9K 0.03%
464
+253
9 10
11
12 13