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
$259M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.39M
3
+$2.13M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.68M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.26M

Top Sells

1
+$3.17M
2
+$2.07M
3
+$1.42M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.12M

Sector Composition

1 Technology 12.33%
2 Financials 9.27%
3 Healthcare 8.75%
4 Consumer Staples 5.66%
5 Utilities 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$16.7K 0.01%
355
477
$16.6K 0.01%
325
+150
478
$16.6K 0.01%
2,621
+72
479
$16.5K 0.01%
300
480
$16.4K 0.01%
689
481
$16.2K 0.01%
+400
482
$16.1K 0.01%
30
+3
483
$16.1K 0.01%
343
-5
484
$16.1K 0.01%
495
-30,302
485
$16.1K 0.01%
129
+7
486
$16K 0.01%
321
+156
487
$16K 0.01%
885
488
$15.8K 0.01%
+300
489
$15.7K 0.01%
1,075
+75
490
$15.6K 0.01%
166
-1
491
$15.5K 0.01%
+855
492
$15.4K 0.01%
211
+3
493
$15.4K 0.01%
1,355
494
$15.1K 0.01%
119
495
$15.1K 0.01%
123
+10
496
$15K 0.01%
925
-125
497
$15K 0.01%
285
+3
498
$14.9K 0.01%
510
499
$14.9K 0.01%
1,150
-205
500
$14.8K 0.01%
106
+31
18 19
20
21 22