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
601
$8.57K ﹤0.01%
125
-30
602
$8.46K ﹤0.01%
119
+9
603
$8.42K ﹤0.01%
239
+20
604
$8.42K ﹤0.01%
268
+28
605
$8.42K ﹤0.01%
65
-1
606
$8.37K ﹤0.01%
106
+19
607
$8.25K ﹤0.01%
77
+54
608
$8.25K ﹤0.01%
40
+20
609
$8.11K ﹤0.01%
242
-10
610
$7.83K ﹤0.01%
145
+35
611
$7.79K ﹤0.01%
155
612
$7.79K ﹤0.01%
165
613
$7.7K ﹤0.01%
123
614
$7.62K ﹤0.01%
28
+4
615
$7.51K ﹤0.01%
+430
616
$7.46K ﹤0.01%
+33
617
$7.45K ﹤0.01%
70
-87
618
$7.44K ﹤0.01%
125
+10
619
$7.43K ﹤0.01%
251
+173
620
$7.39K ﹤0.01%
153
621
$7.29K ﹤0.01%
40
622
$7.27K ﹤0.01%
210
-20
623
$7.26K ﹤0.01%
68
-10
624
$7.26K ﹤0.01%
+143
625
$7.22K ﹤0.01%
125
+65
23 24
25
26 27