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
526
$13.4K 0.01%
1,050
527
$13.4K 0.01%
885
528
$13.3K 0.01%
1,579
529
$13.3K 0.01%
53
+10
530
$13.3K 0.01%
99
-56
531
$13.2K 0.01%
97
+13
532
$13.1K 0.01%
45
533
$13.1K 0.01%
76
-11
534
$12.8K ﹤0.01%
145
+3
535
$12.8K ﹤0.01%
215
+28
536
$12.8K ﹤0.01%
244
-37
537
$12.8K ﹤0.01%
1,000
538
$12.8K ﹤0.01%
637
-168
539
$12.7K ﹤0.01%
+1,100
540
$12.6K ﹤0.01%
639
+16
541
$12.6K ﹤0.01%
115
+5
542
$12.6K ﹤0.01%
+620
543
$12.5K ﹤0.01%
346
+107
544
$12.4K ﹤0.01%
98
+25
545
$12.4K ﹤0.01%
116
+5
546
$12.3K ﹤0.01%
6
547
$12.2K ﹤0.01%
168
+43
548
$12.2K ﹤0.01%
62
549
$12.1K ﹤0.01%
1,700
-100
550
$12.1K ﹤0.01%
115
-20
20 21
22
23 24