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
301
$62.8K 0.02%
3,270
+37
302
$62.4K 0.02%
426
+348
303
$62.3K 0.02%
800
-12
304
$61.5K 0.02%
41
+30
305
$60.1K 0.02%
237
+41
306
$60.1K 0.02%
173
+3
307
$58.6K 0.02%
1,242
-53
308
$57.7K 0.02%
470
+242
309
$56.9K 0.02%
326
+119
310
$56.9K 0.02%
244
-139
311
$56.8K 0.02%
+2,840
312
$56.3K 0.02%
109
+14
313
$56.3K 0.02%
255
+238
314
$54.2K 0.02%
188
+26
315
$52.1K 0.02%
472
-107
316
$51.1K 0.02%
1,017
-15
317
$49.9K 0.02%
1,190
-9
318
$49.4K 0.02%
47
+2
319
$49K 0.02%
426
+190
320
$48.8K 0.02%
977
+4
321
$48.5K 0.02%
302
+63
322
$48.2K 0.02%
431
+19
323
$48.1K 0.02%
1,058
+205
324
$47.8K 0.02%
843
-26
325
$47.5K 0.02%
2,221
-23
11 12
13
14 15