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
576
$10.8K ﹤0.01%
60
+20
577
$10.7K ﹤0.01%
174
+154
578
$10.6K ﹤0.01%
890
579
$10.6K ﹤0.01%
171
-54
580
$10.5K ﹤0.01%
313
+2
581
$10.5K ﹤0.01%
+2,100
582
$10.5K ﹤0.01%
125
-7
583
$10.5K ﹤0.01%
54
-41
584
$10.4K ﹤0.01%
800
585
$10.3K ﹤0.01%
330
586
$10.2K ﹤0.01%
177
-28
587
$10.2K ﹤0.01%
600
+80
588
$10.1K ﹤0.01%
197
-50
589
$10.1K ﹤0.01%
121
+15
590
$10.1K ﹤0.01%
12
591
$10.1K ﹤0.01%
45
+6
592
$10.1K ﹤0.01%
+356
593
$10K ﹤0.01%
750
+100
594
$9.92K ﹤0.01%
182
-161
595
$9.85K ﹤0.01%
104
+13
596
$9.7K ﹤0.01%
100
597
$9.69K ﹤0.01%
134
+84
598
$9.56K ﹤0.01%
30
-6
599
$9.52K ﹤0.01%
254
+44
600
$9.5K ﹤0.01%
92
+27
22 23
24
25 26