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
301
$52K 0.02%
1,788
+863
302
$50.1K 0.02%
275
+70
303
$48.8K 0.02%
+522
304
$47.5K 0.02%
612
+321
305
$47.3K 0.02%
45
+7
306
$47.3K 0.02%
973
+36
307
$47.2K 0.02%
813
+297
308
$46.6K 0.02%
1,027
309
$46.5K 0.02%
1,017
+19
310
$45.8K 0.02%
2,244
+25
311
$45.5K 0.02%
1,199
+13
312
$45.5K 0.02%
869
+120
313
$45.3K 0.02%
121
+57
314
$44.2K 0.02%
681
+365
315
$44.1K 0.02%
2,098
+21
316
$43.2K 0.02%
437
+217
317
$42.9K 0.02%
273
+13
318
$42.7K 0.02%
817
-72
319
$42.6K 0.02%
+3,033
320
$42.4K 0.02%
95
+5
321
$41.9K 0.02%
404
+52
322
$41.6K 0.02%
1,582
323
$41.3K 0.02%
162
+6
324
$41.3K 0.02%
929
+22
325
$41.2K 0.02%
289
+37
11 12
13
14 15