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
$221M
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.02M
3
+$1.91M
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$1.72M
5
CERY
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
+$1.44M

Top Sells

1
+$3.7M
2
+$3.53M
3
+$3.29M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.79M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.93M

Sector Composition

1 Healthcare 9.53%
2 Financials 9.04%
3 Technology 8.88%
4 Energy 5.85%
5 Utilities 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.91%
31,358
+4,544
27
$1.98M 0.9%
32,458
-6,981
28
$1.92M 0.87%
12,386
-4,982
29
$1.91M 0.87%
+84,829
30
$1.9M 0.86%
7,731
-1,683
31
$1.89M 0.85%
44,704
-681
32
$1.87M 0.85%
20,104
-388
33
$1.85M 0.84%
96,645
-3,334
34
$1.83M 0.83%
75,881
+31,423
35
$1.78M 0.8%
25,096
+131
36
$1.74M 0.79%
5,601
+822
37
$1.74M 0.79%
42,327
+15,176
38
$1.74M 0.79%
3,012
-893
39
$1.72M 0.78%
39,145
+39,089
40
$1.68M 0.76%
14,985
-131
41
$1.67M 0.76%
23,337
-8,518
42
$1.67M 0.76%
9,495
-171
43
$1.65M 0.75%
17,941
-30,398
44
$1.63M 0.74%
14,909
-74
45
$1.62M 0.73%
17,575
-5,298
46
$1.61M 0.73%
32,965
-502
47
$1.6M 0.72%
63,008
+4,881
48
$1.51M 0.68%
10,078
-388
49
$1.45M 0.65%
11,850
-5,865
50
$1.4M 0.64%
34,116
-946
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2
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