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
501
$14.1K 0.01%
282
+4
502
$14.1K 0.01%
1,630
+130
503
$14K 0.01%
113
+8
504
$13.9K 0.01%
885
505
$13.9K 0.01%
+546
506
$13.8K 0.01%
480
507
$13.8K 0.01%
875
508
$13.8K 0.01%
119
509
$13.7K 0.01%
609
+209
510
$13.7K 0.01%
53
+33
511
$13.7K 0.01%
174
+39
512
$13.6K 0.01%
225
+45
513
$13.5K 0.01%
1,025
+100
514
$13.5K 0.01%
940
515
$13.4K 0.01%
645
-507
516
$13.4K 0.01%
770
+100
517
$13.2K 0.01%
170
+11
518
$13.1K 0.01%
130
+5
519
$13.1K 0.01%
30
-15
520
$13K 0.01%
500
521
$13K 0.01%
91
522
$12.9K 0.01%
309
+199
523
$12.9K 0.01%
135
524
$12.8K 0.01%
205
+105
525
$12.8K 0.01%
70
19 20
21
22 23