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
$259M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.39M
3
+$2.13M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.68M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.26M

Top Sells

1
+$3.17M
2
+$2.07M
3
+$1.42M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.12M

Sector Composition

1 Technology 12.33%
2 Financials 9.27%
3 Healthcare 8.75%
4 Consumer Staples 5.66%
5 Utilities 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$116K 0.04%
249
+2
252
$114K 0.04%
553
+65
253
$112K 0.04%
1,437
+624
254
$111K 0.04%
434
-14
255
$108K 0.04%
2,578
+379
256
$107K 0.04%
516
-37
257
$102K 0.04%
215
+15
258
$101K 0.04%
2,621
+270
259
$99.6K 0.04%
847
-26
260
$97.4K 0.04%
3,632
+208
261
$94.9K 0.04%
1,307
262
$94.3K 0.04%
1,909
+20
263
$88.9K 0.03%
856
+293
264
$88.7K 0.03%
442
+16
265
$88.3K 0.03%
900
+3
266
$87.4K 0.03%
323
+27
267
$83.9K 0.03%
856
-531
268
$82.7K 0.03%
305
-284
269
$81.2K 0.03%
458
-1
270
$80.9K 0.03%
+1,457
271
$80.8K 0.03%
3,138
+284
272
$80.3K 0.03%
897
+216
273
$79.7K 0.03%
291
+2
274
$78.3K 0.03%
4,105
-3,184
275
$77.1K 0.03%
1,846
+123
9 10
11
12 13