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
351
$34.4K 0.01%
588
+2
352
$34.3K 0.01%
520
-10
353
$34.3K 0.01%
673
+10
354
$34.2K 0.01%
399
+94
355
$33.9K 0.01%
135
-14
356
$33.8K 0.01%
417
357
$33.7K 0.01%
255
+23
358
$33.7K 0.01%
765
+745
359
$33.5K 0.01%
430
-52
360
$32.7K 0.01%
239
+6
361
$32.6K 0.01%
247
-14,153
362
$32.3K 0.01%
127
+67
363
$31.8K 0.01%
183
+26
364
$31.8K 0.01%
561
-15
365
$31.7K 0.01%
49
+4
366
$31.7K 0.01%
2,380
+1,256
367
$30.7K 0.01%
1,728
368
$30.6K 0.01%
+236
369
$30.5K 0.01%
1,176
370
$30.4K 0.01%
183
+33
371
$30.1K 0.01%
215
372
$30K 0.01%
199
+62
373
$29.7K 0.01%
516
374
$29.7K 0.01%
1,093
+548
375
$29.4K 0.01%
98
-5
13 14
15
16 17