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
626
$8.41K ﹤0.01%
34
+21
627
$8.4K ﹤0.01%
515
628
$8.36K ﹤0.01%
46
+6
629
$8.16K ﹤0.01%
116
630
$8.08K ﹤0.01%
537
631
$8.03K ﹤0.01%
56
+12
632
$8.02K ﹤0.01%
40
633
$8K ﹤0.01%
159
+69
634
$7.98K ﹤0.01%
119
-33
635
$7.98K ﹤0.01%
33
636
$7.91K ﹤0.01%
21
+8
637
$7.89K ﹤0.01%
247
-55
638
$7.86K ﹤0.01%
+1,000
639
$7.77K ﹤0.01%
29
+3
640
$7.72K ﹤0.01%
153
641
$7.72K ﹤0.01%
174
+29
642
$7.7K ﹤0.01%
123
643
$7.68K ﹤0.01%
26
-2
644
$7.63K ﹤0.01%
1,000
-150
645
$7.61K ﹤0.01%
115
-10
646
$7.57K ﹤0.01%
60
-5
647
$7.39K ﹤0.01%
49
-1,122
648
$7.21K ﹤0.01%
77
649
$7.21K ﹤0.01%
66
+1
650
$7.17K ﹤0.01%
95
+10
24 25
26
27 28