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
501
$14.7K 0.01%
700
+55
502
$14.6K 0.01%
770
503
$14.6K 0.01%
81
+9
504
$14.5K 0.01%
1,025
505
$14.5K 0.01%
875
506
$14.5K 0.01%
195
507
$14.4K 0.01%
1,630
508
$14.3K 0.01%
+375
509
$14.3K 0.01%
202
+77
510
$14.2K 0.01%
144
-382
511
$14.1K 0.01%
348
512
$14.1K 0.01%
270
-14
513
$14.1K 0.01%
70
514
$14K 0.01%
140
+70
515
$14K 0.01%
155
+25
516
$13.9K 0.01%
550
+50
517
$13.7K 0.01%
1,532
+745
518
$13.7K 0.01%
211
-293
519
$13.7K 0.01%
77
-4
520
$13.6K 0.01%
8
521
$13.6K 0.01%
+300
522
$13.6K 0.01%
81
523
$13.5K 0.01%
940
524
$13.5K 0.01%
13
+1
525
$13.5K 0.01%
53
+41
19 20
21
22 23