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
376
$29.2K 0.01%
54
-18
377
$28.9K 0.01%
+45
378
$28.8K 0.01%
158
+134
379
$28.7K 0.01%
193
+116
380
$28.6K 0.01%
193
-29
381
$28.3K 0.01%
150
+9
382
$27.8K 0.01%
164
+66
383
$27.5K 0.01%
1,741
+416
384
$27K 0.01%
415
+410
385
$26.9K 0.01%
205
+130
386
$26.8K 0.01%
410
+133
387
$26.8K 0.01%
164
-58
388
$26.8K 0.01%
316
+311
389
$26.5K 0.01%
1,492
+1,427
390
$26.4K 0.01%
64
+4
391
$26.3K 0.01%
1,728
+300
392
$26.2K 0.01%
157
+7
393
$26K 0.01%
332
+190
394
$25.3K 0.01%
427
+254
395
$25.2K 0.01%
305
+260
396
$24.7K 0.01%
260
-275
397
$24.2K 0.01%
157
+130
398
$24K 0.01%
1,152
+507
399
$23.8K 0.01%
126
+23
400
$23.7K 0.01%
144
+96
14 15
16
17 18