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
351
$39.6K 0.02%
358
-27
352
$39K 0.02%
255
+62
353
$38.4K 0.01%
780
+415
354
$37.9K 0.01%
9
-1
355
$37.5K 0.01%
601
+13
356
$37.1K 0.01%
152
+19
357
$36.8K 0.01%
417
358
$36.7K 0.01%
540
-21
359
$36.2K 0.01%
135
360
$35.8K 0.01%
239
+40
361
$34.6K 0.01%
309
+270
362
$34.5K 0.01%
227
-48
363
$34.4K 0.01%
173
-10
364
$33.9K 0.01%
+737
365
$33.9K 0.01%
215
366
$33.5K 0.01%
248
-25
367
$33.1K 0.01%
1,176
368
$33.1K 0.01%
120
+25
369
$32.8K 0.01%
1,429
-153
370
$32.8K 0.01%
23
+5
371
$32.8K 0.01%
181
-2
372
$32.4K 0.01%
137
-11
373
$32.3K 0.01%
516
374
$32.2K 0.01%
182
-1
375
$31.9K 0.01%
1,101
+8
13 14
15
16 17