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
526
$12.5K 0.01%
1,050
+170
527
$12.5K 0.01%
208
+21
528
$12.4K 0.01%
12
529
$12.3K 0.01%
84
+9
530
$12.3K 0.01%
45
531
$12.2K 0.01%
180
-5
532
$12.2K 0.01%
1,800
533
$12.2K 0.01%
81
534
$12K 0.01%
355
-35
535
$11.9K 0.01%
513
-9,185
536
$11.9K 0.01%
225
-23
537
$11.9K 0.01%
1,000
+100
538
$11.8K 0.01%
414
-24
539
$11.8K 0.01%
46
-2
540
$11.8K 0.01%
128
+18
541
$11.8K 0.01%
+266
542
$11.8K 0.01%
302
+10
543
$11.7K 0.01%
177
-78
544
$11.7K 0.01%
108
+29
545
$11.7K 0.01%
66
+8
546
$11.6K ﹤0.01%
1,579
547
$11.6K ﹤0.01%
36
+6
548
$11.4K ﹤0.01%
62
549
$11.4K ﹤0.01%
110
550
$11.3K ﹤0.01%
1,150
20 21
22
23 24