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
551
$10.5K ﹤0.01%
750
+100
552
$10.5K ﹤0.01%
110
+80
553
$10.5K ﹤0.01%
1,150
554
$10.4K ﹤0.01%
79
-140
555
$10.4K ﹤0.01%
30
-50
556
$10.4K ﹤0.01%
78
+49
557
$10.4K ﹤0.01%
38
-118
558
$10.3K ﹤0.01%
48
+18
559
$10.3K ﹤0.01%
159
+106
560
$10.3K ﹤0.01%
+78
561
$10.2K ﹤0.01%
110
-2
562
$10.1K ﹤0.01%
388
563
$10.1K ﹤0.01%
+480
564
$9.9K ﹤0.01%
145
-140
565
$9.78K ﹤0.01%
66
+41
566
$9.74K ﹤0.01%
750
567
$9.69K ﹤0.01%
45
+27
568
$9.6K ﹤0.01%
+65
569
$9.52K ﹤0.01%
265
-195
570
$9.47K ﹤0.01%
120
+95
571
$9.43K ﹤0.01%
95
+60
572
$9.34K ﹤0.01%
220
-962
573
$9.26K ﹤0.01%
240
+150
574
$9.24K ﹤0.01%
95
+55
575
$9.21K ﹤0.01%
40
+19
21 22
23
24 25