RCM
Raleigh Capital Management Portfolio holdings
AUM
$238M
1-Year Return
19.5%
This Quarter Return
-0.75%
1 Year Return
+19.5%
3 Year Return
+46.18%
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
+$86.9M
(+89%)
Cap. Flow
+$89.9M
Cap. Flow
% of AUM
48.73%
Top 10 Holdings %
Top 10 Hldgs %
24.7%
Holding
705
New
375
Increased
152
Reduced
75
Closed
70
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$9.03M |
| 2 |
SPDR Gold Trust
GLD
|
$3.32M |
| 3 |
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
$2.19M |
| 4 |
Chevron
CVX
|
$2.18M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$2.08M |
Top Sells
| 1 |
SPDR Portfolio TIPS ETF
SPIP
|
$2.18M |
| 2 |
SPDR Portfolio Europe ETF
SPEU
|
$1.8M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$1.51M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.15M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$1.09M |
Sector Composition
| 1 | Healthcare | 8.12% |
| 2 | Financials | 7.37% |
| 3 | Consumer Staples | 5.97% |
| 4 | Energy | 5.79% |
| 5 | Utilities | 4.8% |
