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
276
$66.2K 0.03%
659
+44
277
$65.1K 0.03%
296
+6
278
$64K 0.03%
279
279
$63.7K 0.03%
+7,540
280
$63.3K 0.03%
812
+17
281
$63.3K 0.03%
398
-66
282
$62.6K 0.03%
723
+192
283
$62K 0.03%
427
+62
284
$61.8K 0.03%
579
+29
285
$60.9K 0.03%
247
-103
286
$60.6K 0.03%
3,233
-24
287
$58.7K 0.03%
1,779
+381
288
$57.8K 0.02%
256
+7
289
$57.5K 0.02%
+2,709
290
$57.2K 0.02%
268
+188
291
$56.6K 0.02%
382
+53
292
$56.3K 0.02%
764
+34
293
$56.2K 0.02%
170
+22
294
$54.6K 0.02%
563
+27
295
$54.6K 0.02%
127
+20
296
$54.1K 0.02%
526
+99
297
$53.3K 0.02%
253
+62
298
$53K 0.02%
1,295
+370
299
$52.7K 0.02%
+192
300
$52.3K 0.02%
1,824
-105
10 11
12
13 14