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
451
$17.2K 0.01%
355
452
$17.1K 0.01%
271
+120
453
$17.1K 0.01%
1,090
+19
454
$17.1K 0.01%
2,635
+500
455
$17K 0.01%
240
+30
456
$17K 0.01%
1,355
+305
457
$16.9K 0.01%
2,400
+300
458
$16.6K 0.01%
300
459
$16.6K 0.01%
1,210
460
$16.6K 0.01%
410
461
$16.5K 0.01%
622
-39
462
$16.5K 0.01%
158
+23
463
$16.5K 0.01%
127
-14
464
$16.5K 0.01%
+195
465
$16.4K 0.01%
453
+8
466
$16.3K 0.01%
+348
467
$16.2K 0.01%
67
+2
468
$16.2K 0.01%
2,549
+73
469
$16.2K 0.01%
80
470
$16.1K 0.01%
55
+9
471
$16.1K 0.01%
836
472
$16K 0.01%
+632
473
$15.8K 0.01%
104
-6
474
$15.8K 0.01%
150
475
$15.8K 0.01%
365
+243
17 18
19
20 21