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
526
$12K 0.01%
45
527
$11.8K 0.01%
187
+117
528
$11.8K 0.01%
12
529
$11.7K 0.01%
203
+105
530
$11.7K 0.01%
91
531
$11.7K 0.01%
135
+60
532
$11.6K 0.01%
95
+82
533
$11.6K 0.01%
135
+105
534
$11.6K 0.01%
125
-180
535
$11.4K ﹤0.01%
75
+46
536
$11.4K ﹤0.01%
155
+26
537
$11.3K ﹤0.01%
192
-113
538
$11.3K ﹤0.01%
180
-152
539
$11.3K ﹤0.01%
1,330
540
$11.1K ﹤0.01%
118
-100
541
$11.1K ﹤0.01%
62
542
$11.1K ﹤0.01%
+33
543
$11K ﹤0.01%
880
544
$10.9K ﹤0.01%
850
545
$10.8K ﹤0.01%
252
+130
546
$10.8K ﹤0.01%
900
547
$10.7K ﹤0.01%
120
+61
548
$10.6K ﹤0.01%
1,000
-150
549
$10.6K ﹤0.01%
151
-311
550
$10.6K ﹤0.01%
405
-342
20 21
22
23 24