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
401
$27K 0.01%
104
-20
402
$27K 0.01%
564
-21
403
$26.6K 0.01%
77
+22
404
$26.6K 0.01%
30
+5
405
$26.3K 0.01%
103
+16
406
$26.1K 0.01%
1,111
+372
407
$26K 0.01%
393
-10
408
$25.7K 0.01%
135
+4
409
$25.5K 0.01%
348
-24
410
$25.3K 0.01%
194
-6
411
$25.3K 0.01%
78
-188
412
$25.3K 0.01%
50
-5
413
$24.8K 0.01%
49
+5
414
$24.8K 0.01%
78
-18
415
$24.8K 0.01%
380
-32
416
$23.6K 0.01%
500
+2
417
$22.8K 0.01%
277
-26
418
$22.2K 0.01%
61
+27
419
$22.1K 0.01%
848
+4
420
$21.8K 0.01%
39
+2
421
$21.6K 0.01%
3,040
-1,878
422
$21.6K 0.01%
169
+11
423
$21.6K 0.01%
37
+6
424
$21.5K 0.01%
1,603
+6
425
$21.5K 0.01%
+300
15 16
17
18 19