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
326
$47.4K 0.02%
266
+8
327
$47.2K 0.02%
2,108
+10
328
$47.1K 0.02%
585
+114
329
$47K 0.02%
+212
330
$46.8K 0.02%
1,759
-65
331
$46K 0.02%
472
+42
332
$46K 0.02%
289
333
$44.9K 0.02%
420
-17
334
$44.5K 0.02%
99
+3
335
$44.4K 0.02%
380
+12
336
$43.9K 0.02%
482
+42
337
$43.5K 0.02%
153
-608
338
$43.4K 0.02%
397
339
$42.9K 0.02%
112
+14
340
$42.2K 0.02%
1,491
+720
341
$41.8K 0.02%
1,653
342
$41.7K 0.02%
121
-14
343
$41.7K 0.02%
520
344
$41.5K 0.02%
314
345
$41.3K 0.02%
3,155
+60
346
$41.1K 0.02%
393
-11
347
$40.5K 0.02%
176
+16
348
$40.4K 0.02%
1,728
349
$40.3K 0.02%
673
350
$40.3K 0.02%
4,617
-2,923
12 13
14
15 16