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
426
$19.9K 0.01%
+771
427
$19.8K 0.01%
44
-1
428
$19.7K 0.01%
312
-190
429
$19.5K 0.01%
1,360
430
$19.3K 0.01%
256
-9
431
$19.2K 0.01%
940
432
$19.1K 0.01%
1,694
433
$19.1K 0.01%
2,000
+150
434
$18.8K 0.01%
+330
435
$18.7K 0.01%
133
-11
436
$18.7K 0.01%
160
-16
437
$18.7K 0.01%
123
+15
438
$18.6K 0.01%
+387
439
$18.6K 0.01%
824
+7
440
$18.6K 0.01%
25
-3
441
$18.5K 0.01%
156
+40
442
$18.1K 0.01%
689
443
$18.1K 0.01%
860
444
$17.9K 0.01%
81
+4
445
$17.9K 0.01%
36
446
$17.8K 0.01%
509
447
$17.4K 0.01%
296
+265
448
$17.3K 0.01%
343
+10
449
$17.3K 0.01%
233
+5
450
$17.2K 0.01%
152
+1
16 17
18
19 20