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
401
$24.7K 0.01%
451
-860
402
$24.6K 0.01%
186
-11
403
$24.5K 0.01%
+372
404
$24.4K 0.01%
403
+358
405
$24.2K 0.01%
111
+23
406
$24.2K 0.01%
177
+119
407
$24.1K 0.01%
265
+5
408
$24K 0.01%
193
-12
409
$23.7K 0.01%
1,671
-70
410
$23.5K 0.01%
95
+11
411
$23.2K 0.01%
+2,009
412
$23K 0.01%
18
413
$23K 0.01%
155
+115
414
$22.9K 0.01%
739
-1,407
415
$22.5K 0.01%
160
-4
416
$22.4K 0.01%
1,597
417
$22K 0.01%
95
+47
418
$21.6K 0.01%
498
-409
419
$21.6K 0.01%
625
-6,116
420
$21.4K 0.01%
363
-117
421
$21.3K 0.01%
844
422
$21K 0.01%
131
+2
423
$20.9K 0.01%
37
-54
424
$20.9K 0.01%
200
+171
425
$20K 0.01%
+202
15 16
17
18 19