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
476
$15.1K 0.01%
1,355
-1,631
477
$15.1K 0.01%
150
+95
478
$14.7K 0.01%
+622
479
$14.7K 0.01%
885
480
$14.7K 0.01%
2,476
+73
481
$14.6K 0.01%
11
+5
482
$14.6K 0.01%
470
483
$14.6K 0.01%
292
+51
484
$14.5K 0.01%
1,050
485
$14.5K 0.01%
159
+100
486
$14.4K 0.01%
8
487
$14.2K 0.01%
920
488
$14.1K 0.01%
278
-1,011
489
$14K 0.01%
940
490
$13.9K 0.01%
875
491
$13.6K 0.01%
119
492
$13.6K 0.01%
2,135
+300
493
$13.6K 0.01%
39
+12
494
$13.6K 0.01%
185
+107
495
$13.5K 0.01%
375
496
$13.5K 0.01%
105
+66
497
$13.4K 0.01%
70
498
$13.3K 0.01%
670
+120
499
$13.3K 0.01%
1,050
500
$13.3K 0.01%
86
+58
18 19
20
21 22