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
326
$40.5K 0.02%
366
-383
327
$40.5K 0.02%
245
+185
328
$40.4K 0.02%
156
+93
329
$40K 0.02%
692
-434
330
$39.7K 0.02%
153
+1
331
$39.6K 0.02%
205
-56
332
$39.4K 0.02%
907
+688
333
$38.9K 0.02%
149
+14
334
$38.3K 0.02%
90
+54
335
$38.3K 0.02%
480
+235
336
$37.4K 0.02%
191
-28
337
$37.4K 0.02%
257
-3
338
$36.7K 0.02%
+313
339
$36.7K 0.02%
352
+64
340
$36.6K 0.02%
38
+19
341
$36.4K 0.02%
663
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342
$36.3K 0.02%
166
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343
$36K 0.02%
3,030
+62
344
$35.9K 0.02%
103
+49
345
$35.8K 0.02%
848
-1,935
346
$35.6K 0.02%
+586
347
$35.6K 0.02%
+438
348
$35.5K 0.02%
99
-83
349
$35.1K 0.02%
417
350
$35K 0.02%
436
-155
12 13
14
15 16