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
376
$31.7K 0.01%
280
+58
377
$31.5K 0.01%
226
-29
378
$31.4K 0.01%
693
-31,430
379
$31.4K 0.01%
158
380
$31.3K 0.01%
164
+31
381
$31.3K 0.01%
+565
382
$31.1K 0.01%
387
+75
383
$31K 0.01%
74
-47
384
$31K 0.01%
415
-10
385
$31K 0.01%
+3,000
386
$30.7K 0.01%
235
+85
387
$29.2K 0.01%
+224
388
$29.2K 0.01%
478
+1
389
$29.1K 0.01%
1,738
+67
390
$29K 0.01%
126
+15
391
$28.8K 0.01%
194
+67
392
$28.7K 0.01%
+205
393
$28.6K 0.01%
263
-17
394
$28.1K 0.01%
799
-7
395
$27.9K 0.01%
95
+28
396
$27.8K 0.01%
255
+2
397
$27.6K 0.01%
281
+16
398
$27.5K 0.01%
114
+15
399
$27.2K 0.01%
1,854
-1,179
400
$27.1K 0.01%
381
+9
14 15
16
17 18