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
576
$9.82K ﹤0.01%
800
-200
577
$9.81K ﹤0.01%
1,300
+800
578
$9.78K ﹤0.01%
34
+6
579
$9.69K ﹤0.01%
515
-100
580
$9.63K ﹤0.01%
+2,150
581
$9.63K ﹤0.01%
100
+5
582
$9.6K ﹤0.01%
54
+37
583
$9.51K ﹤0.01%
787
+425
584
$9.47K ﹤0.01%
311
+3
585
$9.41K ﹤0.01%
1,150
586
$9.34K ﹤0.01%
173
-30
587
$9.22K ﹤0.01%
+520
588
$9.19K ﹤0.01%
+105
589
$9.11K ﹤0.01%
270
+12
590
$8.89K ﹤0.01%
116
+81
591
$8.84K ﹤0.01%
388
592
$8.83K ﹤0.01%
81
+71
593
$8.8K ﹤0.01%
132
+12
594
$8.79K ﹤0.01%
39
-131
595
$8.78K ﹤0.01%
+175
596
$8.73K ﹤0.01%
746
+22
597
$8.73K ﹤0.01%
+245
598
$8.68K ﹤0.01%
91
+63
599
$8.66K ﹤0.01%
+100
600
$8.61K ﹤0.01%
253
22 23
24
25 26