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
626
$7.17K ﹤0.01%
26
-4
627
$7.09K ﹤0.01%
220
+35
628
$7.01K ﹤0.01%
210
+85
629
$7.01K ﹤0.01%
26
+5
630
$6.92K ﹤0.01%
120
+10
631
$6.91K ﹤0.01%
34
-6
632
$6.87K ﹤0.01%
145
+20
633
$6.86K ﹤0.01%
56
+38
634
$6.83K ﹤0.01%
1,000
635
$6.81K ﹤0.01%
140
+100
636
$6.71K ﹤0.01%
65
637
$6.67K ﹤0.01%
235
-30
638
$6.64K ﹤0.01%
95
639
$6.53K ﹤0.01%
173
640
$6.32K ﹤0.01%
40
+2
641
$6.3K ﹤0.01%
85
-45
642
$6.28K ﹤0.01%
70
643
$6.24K ﹤0.01%
84
644
$6.22K ﹤0.01%
200
645
$6.13K ﹤0.01%
44
+2
646
$6.13K ﹤0.01%
23
+1
647
$6.06K ﹤0.01%
106
648
$6.04K ﹤0.01%
27
+8
649
$6.03K ﹤0.01%
84
+19
650
$6.03K ﹤0.01%
85
+75
24 25
26
27 28