RCM

Raleigh Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$116K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.23M
3
+$1.69M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.28M
5
CERY
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
+$1.14M

Top Sells

1
+$3.37M
2
+$2.4M
3
+$1.85M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.32M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.23M

Sector Composition

1 Technology 13.7%
2 Financials 9.73%
3 Healthcare 8.42%
4 Consumer Staples 5.23%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.82%
14,773
+4,810
27
$2.08M 0.8%
20,492
-793
28
$2.06M 0.79%
48,468
-1,674
29
$2.05M 0.79%
14,177
+4,277
30
$2.04M 0.79%
9,296
-374
31
$2.03M 0.78%
5,035
+1,474
32
$1.98M 0.76%
31,855
+3,317
33
$1.94M 0.75%
43,281
+388
34
$1.91M 0.74%
17,715
-421
35
$1.88M 0.73%
22,873
-402
36
$1.86M 0.72%
9,666
-1,446
37
$1.86M 0.72%
10,441
+156
38
$1.85M 0.71%
99,979
+13,912
39
$1.72M 0.66%
33,467
-903
40
$1.69M 0.65%
16,815
+16,814
41
$1.69M 0.65%
24,965
-145
42
$1.68M 0.65%
30,889
+6,796
43
$1.63M 0.63%
49,693
+38,941
44
$1.61M 0.62%
82,457
+13,057
45
$1.6M 0.62%
15,116
+2,120
46
$1.59M 0.61%
10,466
+3,131
47
$1.58M 0.61%
9,414
+187
48
$1.57M 0.6%
68,904
-12,054
49
$1.56M 0.6%
32,435
-406
50
$1.55M 0.6%
26,814
-1,106
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