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
276
$76.7K 0.03%
400
-35
277
$76K 0.03%
403
+5
278
$74.9K 0.03%
3,659
-1,200
279
$74.8K 0.03%
460
-36
280
$74.7K 0.03%
1,911
+982
281
$74.5K 0.03%
2,356
+568
282
$74K 0.03%
2,401
283
$73.7K 0.03%
950
+765
284
$73.3K 0.03%
1,971
+1,339
285
$72.3K 0.03%
480
+53
286
$71.9K 0.03%
880
-20
287
$71.8K 0.03%
3,346
+637
288
$70.6K 0.03%
91
+10
289
$70.5K 0.03%
361
+203
290
$70.5K 0.03%
519
+13
291
$69.9K 0.03%
1,306
+489
292
$68.3K 0.03%
3,462
293
$67.9K 0.03%
279
294
$67.8K 0.03%
3,856
+1,476
295
$67.1K 0.03%
272
+16
296
$66.8K 0.03%
671
-52
297
$65.8K 0.03%
750
-224
298
$65.4K 0.03%
1,010
+246
299
$64K 0.02%
79
+30
300
$63.6K 0.02%
126
-1
10 11
12
13 14