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
351
$34.9K 0.02%
407
+110
352
$34.6K 0.01%
516
+411
353
$34.5K 0.01%
138
-33
354
$34.4K 0.01%
1,582
-1,276
355
$34.4K 0.01%
576
+375
356
$34.2K 0.01%
925
-320
357
$33.8K 0.01%
916
+296
358
$33.2K 0.01%
252
-207
359
$33.1K 0.01%
+185
360
$32.8K 0.01%
+20,000
361
$32.7K 0.01%
141
+140
362
$32.7K 0.01%
9
+6
363
$32.5K 0.01%
45
+31
364
$32.2K 0.01%
232
+47
365
$32K 0.01%
233
+149
366
$31.9K 0.01%
90
+53
367
$31.6K 0.01%
1,176
368
$30.7K 0.01%
197
+124
369
$30.3K 0.01%
148
+138
370
$30.2K 0.01%
215
371
$30.2K 0.01%
925
+618
372
$30.1K 0.01%
181
-129
373
$30K 0.01%
516
374
$29.5K 0.01%
231
+113
375
$29.2K 0.01%
502
+442
13 14
15
16 17