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
426
$21.3K 0.01%
162
+2
427
$21K 0.01%
+150
428
$21K 0.01%
132
-45
429
$20.9K 0.01%
2,000
430
$20.8K 0.01%
270
+90
431
$20.6K 0.01%
122
-1
432
$20.6K 0.01%
256
433
$20.4K 0.01%
+400
434
$20.4K 0.01%
135
-64
435
$20.4K 0.01%
2,635
436
$20.1K 0.01%
38
+8
437
$19.9K 0.01%
96
-172
438
$19.9K 0.01%
99
-768
439
$19.7K 0.01%
118
+42
440
$19.6K 0.01%
1,694
441
$19.6K 0.01%
860
442
$19.4K 0.01%
120
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$19.4K 0.01%
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444
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327
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445
$19.3K 0.01%
1,096
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446
$19.2K 0.01%
514
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$19K 0.01%
122
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448
$18.9K 0.01%
36
449
$18.9K 0.01%
95
+29
450
$18.7K 0.01%
797
-27
16 17
18
19 20