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
26
$2.06M 0.89%
31,579
-4,910
27
$2.04M 0.88%
12,638
-1,806
28
$2.03M 0.88%
56,058
-9,395
29
$2.01M 0.87%
19,648
-2,861
30
$2M 0.86%
13,271
+5,790
31
$1.96M 0.85%
70,756
+6,275
32
$1.95M 0.84%
16,751
+479
33
$1.9M 0.82%
14,400
+14,384
34
$1.88M 0.81%
20,509
+8,784
35
$1.88M 0.81%
106,927
-12,138
36
$1.87M 0.8%
30,486
-1,536
37
$1.81M 0.78%
14,017
-1,738
38
$1.77M 0.76%
24,148
+4,576
39
$1.75M 0.76%
20,374
+306
40
$1.69M 0.73%
121,455
-18,195
41
$1.68M 0.72%
12,729
+491
42
$1.66M 0.72%
12,540
+1,690
43
$1.6M 0.69%
+36,082
44
$1.57M 0.68%
31,913
-5,143
45
$1.55M 0.67%
4,234
+215
46
$1.53M 0.66%
60,418
-47,105
47
$1.49M 0.65%
3,078
+1,707
48
$1.48M 0.64%
38,028
-3,244
49
$1.48M 0.64%
43,554
-7,680
50
$1.46M 0.63%
8,986
-123
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