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
551
$12.1K ﹤0.01%
1,725
+425
552
$12K ﹤0.01%
335
+20
553
$12K ﹤0.01%
201
+7
554
$11.9K ﹤0.01%
860
+590
555
$11.9K ﹤0.01%
199
-26
556
$11.9K ﹤0.01%
351
+116
557
$11.9K ﹤0.01%
202
+29
558
$11.9K ﹤0.01%
+500
559
$11.8K ﹤0.01%
850
560
$11.7K ﹤0.01%
2,150
561
$11.6K ﹤0.01%
420
-16
562
$11.6K ﹤0.01%
249
-17
563
$11.5K ﹤0.01%
1,250
+100
564
$11.4K ﹤0.01%
1,330
565
$11.4K ﹤0.01%
850
566
$11.3K ﹤0.01%
109
+9
567
$11.3K ﹤0.01%
308
+233
568
$11.2K ﹤0.01%
48
+14
569
$11.2K ﹤0.01%
130
-44
570
$11.2K ﹤0.01%
108
+38
571
$11.1K ﹤0.01%
291
+49
572
$10.9K ﹤0.01%
135
+15
573
$10.9K ﹤0.01%
92
+1
574
$10.8K ﹤0.01%
190
+50
575
$10.8K ﹤0.01%
+39
21 22
23
24 25