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
626
$6.2K ﹤0.01%
+100
627
$6.15K ﹤0.01%
46
+36
628
$6.13K ﹤0.01%
40
629
$6.05K ﹤0.01%
+180
630
$6.01K ﹤0.01%
151
631
$6K ﹤0.01%
35
-285
632
$5.99K ﹤0.01%
155
+35
633
$5.97K ﹤0.01%
39
+6
634
$5.96K ﹤0.01%
173
+85
635
$5.93K ﹤0.01%
80
+75
636
$5.88K ﹤0.01%
24
+11
637
$5.81K ﹤0.01%
100
-300
638
$5.76K ﹤0.01%
110
+60
639
$5.75K ﹤0.01%
11
-46
640
$5.67K ﹤0.01%
125
+75
641
$5.57K ﹤0.01%
42
+29
642
$5.54K ﹤0.01%
38
+28
643
$5.49K ﹤0.01%
45
-545
644
$5.46K ﹤0.01%
106
+80
645
$5.43K ﹤0.01%
461
+35
646
$5.41K ﹤0.01%
216
+2
647
$5.25K ﹤0.01%
16
+13
648
$5.21K ﹤0.01%
175
+120
649
$5.2K ﹤0.01%
50
650
$5.2K ﹤0.01%
21
+8
24 25
26
27 28