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
376
$29K 0.01%
471
+61
377
$28.8K 0.01%
158
378
$28.7K 0.01%
228
-3
379
$28.1K 0.01%
+1,264
380
$27.8K 0.01%
412
+82
381
$27.7K 0.01%
504
-8,130
382
$27.6K 0.01%
372
+40
383
$27.6K 0.01%
280
+53
384
$27.5K 0.01%
199
+6
385
$27.4K 0.01%
158
-6
386
$27K 0.01%
569
+309
387
$26.7K 0.01%
99
+11
388
$26.6K 0.01%
303
+82
389
$26.6K 0.01%
55
+1
390
$26.5K 0.01%
183
+2
391
$26K 0.01%
+884
392
$26K 0.01%
806
-110
393
$25.9K 0.01%
437
+336
394
$25.5K 0.01%
425
+10
395
$25.5K 0.01%
133
+32
396
$25.3K 0.01%
585
+164
397
$25.2K 0.01%
111
-6,396
398
$25K 0.01%
477
+2
399
$24.9K 0.01%
+4,846
400
$24.8K 0.01%
124
+9
14 15
16
17 18