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
326
$40.7K 0.02%
196
-162
327
$40.1K 0.02%
135
+9
328
$40K 0.02%
314
+1
329
$39.7K 0.02%
397
330
$39.6K 0.02%
10
+1
331
$39.3K 0.02%
368
+2
332
$39.1K 0.02%
258
+1
333
$38.6K 0.02%
190
+24
334
$38.3K 0.02%
+646
335
$37.9K 0.02%
385
-240
336
$37.4K 0.02%
+1,262
337
$37.4K 0.02%
+4,918
338
$37.3K 0.02%
+207
339
$37.1K 0.02%
96
+6
340
$36.8K 0.02%
412
+5
341
$36.5K 0.02%
160
+42
342
$36.2K 0.02%
148
+22
343
$36.2K 0.02%
305
-4,320
344
$35.9K 0.02%
96
+57
345
$35.8K 0.02%
440
+4
346
$35.8K 0.02%
3,095
+65
347
$35K 0.01%
+1,653
348
$34.9K 0.01%
22,500
+2,500
349
$34.8K 0.01%
853
+5
350
$34.6K 0.01%
356
+111
12 13
14
15 16