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
276
$64.5K 0.03%
370
+30
277
$64K 0.03%
+1,788
278
$61.2K 0.03%
249
+140
279
$61.1K 0.03%
3,257
-3,087
280
$60.7K 0.03%
209
+187
281
$60.4K 0.03%
595
+86
282
$60K 0.03%
615
+159
283
$60K 0.03%
669
+222
284
$59.1K 0.03%
550
-27
285
$58.3K 0.03%
329
+245
286
$58K 0.03%
492
+249
287
$54.7K 0.02%
1,929
+433
288
$53.9K 0.02%
795
-14
289
$53.9K 0.02%
148
+48
290
$53.6K 0.02%
365
+114
291
$52.8K 0.02%
427
-362
292
$52.8K 0.02%
730
+515
293
$52.4K 0.02%
1,007
+153
294
$51.8K 0.02%
126
295
$51.6K 0.02%
147
-186
296
$51.1K 0.02%
91
+68
297
$49.7K 0.02%
71
+35
298
$49.5K 0.02%
356
-195
299
$48.3K 0.02%
249
+216
300
$48.3K 0.02%
536
+215
10 11
12
13 14