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
576
$9.11K ﹤0.01%
62
+48
577
$9.1K ﹤0.01%
308
-1,188
578
$9.07K ﹤0.01%
6
+2
579
$9.07K ﹤0.01%
58
+31
580
$8.77K ﹤0.01%
253
-48
581
$8.76K ﹤0.01%
30
-163
582
$8.64K ﹤0.01%
230
-221
583
$8.56K ﹤0.01%
724
-1,185
584
$8.51K ﹤0.01%
110
+60
585
$8.4K ﹤0.01%
177
-38
586
$8.31K ﹤0.01%
275
+115
587
$8.29K ﹤0.01%
258
+48
588
$8.13K ﹤0.01%
110
+95
589
$8.12K ﹤0.01%
28
+23
590
$7.84K ﹤0.01%
362
-100
591
$7.79K ﹤0.01%
119
+69
592
$7.73K ﹤0.01%
1,100
593
$7.67K ﹤0.01%
155
+85
594
$7.56K ﹤0.01%
+106
595
$7.53K ﹤0.01%
+135
596
$7.37K ﹤0.01%
34
+15
597
$7.35K ﹤0.01%
219
-2,115
598
$7.29K ﹤0.01%
435
+147
599
$7.12K ﹤0.01%
123
600
$7.11K ﹤0.01%
165
+135
22 23
24
25 26