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
$235M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.71M
3
+$1.19M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.16M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$737K

Top Sells

1
+$2.01M
2
+$1.87M
3
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.1M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$866K

Sector Composition

1 Technology 12.19%
2 Financials 8.89%
3 Healthcare 7.84%
4 Consumer Staples 5.97%
5 Utilities 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15.7K 0.01%
830
+75
477
$15.6K 0.01%
885
478
$15.6K 0.01%
510
+40
479
$15.6K 0.01%
19
+1
480
$15.5K 0.01%
247
+1
481
$15.4K 0.01%
11
482
$15.4K 0.01%
+537
483
$15.4K 0.01%
1,000
+80
484
$15.2K 0.01%
281
-461
485
$15.2K 0.01%
75
+40
486
$15K 0.01%
1,050
487
$14.9K 0.01%
31
-6
488
$14.9K 0.01%
+87
489
$14.9K 0.01%
348
+171
490
$14.8K 0.01%
167
-48
491
$14.8K 0.01%
1,355
492
$14.6K 0.01%
27
493
$14.6K 0.01%
8
494
$14.5K 0.01%
624
+2
495
$14.5K 0.01%
87
+18
496
$14.4K 0.01%
550
-100
497
$14.4K 0.01%
419
+4
498
$14.2K 0.01%
187
+10
499
$14.2K 0.01%
284
-143
500
$14.1K 0.01%
805
+105
18 19
20
21 22