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
501
$13.2K 0.01%
248
-5,025
502
$13.1K 0.01%
415
-25
503
$13.1K 0.01%
1,500
+125
504
$13K 0.01%
48
+35
505
$13K 0.01%
1,100
+100
506
$12.9K 0.01%
925
507
$12.9K 0.01%
1,800
508
$12.8K 0.01%
1,150
509
$12.8K 0.01%
438
-27
510
$12.8K 0.01%
1,000
511
$12.7K 0.01%
58
-86
512
$12.7K 0.01%
177
+79
513
$12.6K 0.01%
81
514
$12.6K 0.01%
69
+45
515
$12.6K 0.01%
600
516
$12.6K 0.01%
135
-135
517
$12.6K 0.01%
130
+85
518
$12.6K 0.01%
700
+382
519
$12.5K 0.01%
+500
520
$12.4K 0.01%
260
+140
521
$12.4K 0.01%
116
+81
522
$12.3K 0.01%
1,579
-2,670
523
$12.2K 0.01%
12
+10
524
$12.2K 0.01%
18
+8
525
$12.1K 0.01%
+615
19 20
21
22 23