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
251
$90.8K 0.04%
1,889
-38
252
$90.4K 0.04%
788
+421
253
$89K 0.04%
3,424
+686
254
$88.8K 0.04%
974
+249
255
$88.3K 0.04%
1,307
+20
256
$87.8K 0.04%
873
+119
257
$86.7K 0.04%
289
+4
258
$84.2K 0.04%
200
+29
259
$83.6K 0.04%
2,351
+563
260
$83K 0.04%
897
+4
261
$82.8K 0.04%
426
+74
262
$79.9K 0.03%
435
+32
263
$79.5K 0.03%
266
+57
264
$78.5K 0.03%
4,118
+1,720
265
$76.4K 0.03%
496
+303
266
$74.5K 0.03%
383
+42
267
$73.9K 0.03%
562
+70
268
$73.2K 0.03%
459
+103
269
$69.3K 0.03%
2,401
270
$68.5K 0.03%
1,723
+637
271
$68.3K 0.03%
3,462
272
$68.3K 0.03%
506
+77
273
$67.7K 0.03%
2,854
274
$66.9K 0.03%
81
+10
275
$66.3K 0.03%
1,032
+25
9 10
11
12 13