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
301
$48K 0.02%
+2,055
302
$47.5K 0.02%
1,086
+517
303
$47.4K 0.02%
1,027
304
$47.2K 0.02%
2,398
+1,488
305
$46.7K 0.02%
+889
306
$46.1K 0.02%
998
+616
307
$45.8K 0.02%
342
-400
308
$45.7K 0.02%
348
+163
309
$45.7K 0.02%
1,186
-1,953
310
$45.6K 0.02%
+2,219
311
$45.4K 0.02%
1,398
-637
312
$44.4K 0.02%
260
+64
313
$44.4K 0.02%
+2,077
314
$44.1K 0.02%
749
+231
315
$44K 0.02%
482
+152
316
$44K 0.02%
937
+171
317
$43.4K 0.02%
531
-40
318
$43.1K 0.02%
202
+66
319
$43K 0.02%
742
+588
320
$42.9K 0.02%
+367
321
$42.8K 0.02%
907
-495
322
$41.4K 0.02%
170
+140
323
$40.9K 0.02%
530
+10
324
$40.5K 0.02%
107
325
$40.5K 0.02%
397
11 12
13
14 15