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
451
$17.1K 0.01%
1,071
-1,768
452
$17.1K 0.01%
80
+54
453
$17K 0.01%
650
454
$16.9K 0.01%
108
+78
455
$16.8K 0.01%
80
456
$16.8K 0.01%
133
+85
457
$16.7K 0.01%
410
+35
458
$16.7K 0.01%
221
-392
459
$16.7K 0.01%
+661
460
$16.6K 0.01%
27
+18
461
$16.3K 0.01%
+836
462
$16.3K 0.01%
+445
463
$16.3K 0.01%
300
464
$16K 0.01%
246
+132
465
$15.8K 0.01%
885
+55
466
$15.8K 0.01%
110
+65
467
$15.8K 0.01%
210
-525
468
$15.6K 0.01%
+1,124
469
$15.6K 0.01%
60
-60
470
$15.5K 0.01%
+480
471
$15.4K 0.01%
390
-201
472
$15.4K 0.01%
46
+27
473
$15.3K 0.01%
755
474
$15.3K 0.01%
545
+7
475
$15.3K 0.01%
2,100
17 18
19
20 21