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
451
$18.6K 0.01%
198
+28
452
$18.5K 0.01%
62
-65
453
$18.5K 0.01%
940
454
$18.5K 0.01%
62
+9
455
$18.4K 0.01%
240
456
$18.3K 0.01%
179
+159
457
$18.3K 0.01%
342
+33
458
$18.2K 0.01%
2,400
459
$18.2K 0.01%
623
+1
460
$18.1K 0.01%
260
-177
461
$18K 0.01%
620
+265
462
$18K 0.01%
480
463
$17.7K 0.01%
80
464
$17.5K 0.01%
465
+12
465
$17.5K 0.01%
200
+81
466
$17.4K 0.01%
651
+27
467
$17.4K 0.01%
844
+8
468
$17.3K 0.01%
1,210
469
$17.2K 0.01%
154
+24
470
$17.2K 0.01%
55
+32
471
$17K 0.01%
271
-92
472
$17K 0.01%
410
473
$17K 0.01%
73
-2
474
$16.9K 0.01%
830
475
$16.8K 0.01%
201
+14
17 18
19
20 21