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
426
$19.6K 0.01%
844
427
$19.3K 0.01%
215
-94
428
$19K 0.01%
330
+214
429
$19K 0.01%
178
+48
430
$18.9K 0.01%
689
431
$18.9K 0.01%
1,694
432
$18.8K 0.01%
88
-83
433
$18.6K 0.01%
817
-633
434
$18.5K 0.01%
265
-310
435
$18.5K 0.01%
125
+111
436
$18.3K 0.01%
1,850
-2,843
437
$18.3K 0.01%
653
-16,875
438
$18.1K 0.01%
355
439
$18.1K 0.01%
+509
440
$18K 0.01%
1,360
441
$18K 0.01%
860
442
$17.9K 0.01%
333
-525
443
$17.8K 0.01%
228
-292
444
$17.8K 0.01%
1,210
445
$17.7K 0.01%
421
-123
446
$17.5K 0.01%
92
-38
447
$17.5K 0.01%
+169
448
$17.4K 0.01%
65
+57
449
$17.3K 0.01%
940
450
$17.2K 0.01%
36
16 17
18
19 20