RCM

Raleigh Capital Management Portfolio holdings

AUM $276M
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$1.84M
2
+$1.8M
3
+$1.51M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.33M
5
AAPL icon
Apple
AAPL
+$1.3M

Top Sells

1
+$2.06M
2
+$1.47M
3
+$1.3M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.19M
5
MDT icon
Medtronic
MDT
+$1.18M

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
601
$7.1K ﹤0.01%
49
+34
602
$7.04K ﹤0.01%
173
+31
603
$6.95K ﹤0.01%
+87
604
$6.94K ﹤0.01%
115
+30
605
$6.9K ﹤0.01%
25
+15
606
$6.9K ﹤0.01%
68
+56
607
$6.79K ﹤0.01%
65
-257
608
$6.79K ﹤0.01%
22
+14
609
$6.77K ﹤0.01%
70
-214
610
$6.73K ﹤0.01%
95
-130
611
$6.72K ﹤0.01%
+315
612
$6.67K ﹤0.01%
153
613
$6.63K ﹤0.01%
101
-29
614
$6.61K ﹤0.01%
1,000
615
$6.57K ﹤0.01%
+400
616
$6.56K ﹤0.01%
425
+125
617
$6.46K ﹤0.01%
16
+13
618
$6.43K ﹤0.01%
185
+2
619
$6.41K ﹤0.01%
120
+80
620
$6.39K ﹤0.01%
200
+135
621
$6.38K ﹤0.01%
84
-31
622
$6.32K ﹤0.01%
122
-113
623
$6.3K ﹤0.01%
110
+75
624
$6.27K ﹤0.01%
125
+85
625
$6.2K ﹤0.01%
120
-376
23 24
25
26 27