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
601
$9.5K ﹤0.01%
1,151
+387
602
$9.49K ﹤0.01%
109
+25
603
$9.49K ﹤0.01%
43
+13
604
$9.43K ﹤0.01%
+245
605
$9.41K ﹤0.01%
125
-52
606
$9.4K ﹤0.01%
388
607
$9.38K ﹤0.01%
127
-144
608
$9.37K ﹤0.01%
752
+6
609
$9.32K ﹤0.01%
490
+60
610
$9.16K ﹤0.01%
+111
611
$9.13K ﹤0.01%
308
-106
612
$9.12K ﹤0.01%
48
-6
613
$9.12K ﹤0.01%
245
614
$9.09K ﹤0.01%
253
615
$9.08K ﹤0.01%
224
+14
616
$9.08K ﹤0.01%
75
-6
617
$9.05K ﹤0.01%
110
+25
618
$8.89K ﹤0.01%
24
+10
619
$8.88K ﹤0.01%
280
+255
620
$8.78K ﹤0.01%
+166
621
$8.76K ﹤0.01%
34
-12
622
$8.73K ﹤0.01%
150
+5
623
$8.61K ﹤0.01%
32
+6
624
$8.61K ﹤0.01%
78
+10
625
$8.57K ﹤0.01%
240
-28
23 24
25
26 27