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
651
$5.14K ﹤0.01%
+128
652
$5.06K ﹤0.01%
145
+135
653
$5.06K ﹤0.01%
630
-270
654
$5.03K ﹤0.01%
+20
655
$4.99K ﹤0.01%
55
-260
656
$4.95K ﹤0.01%
21
+8
657
$4.89K ﹤0.01%
477
+7
658
$4.89K ﹤0.01%
215
-431
659
$4.86K ﹤0.01%
19
+7
660
$4.84K ﹤0.01%
20
661
$4.84K ﹤0.01%
50
662
$4.82K ﹤0.01%
35
+20
663
$4.78K ﹤0.01%
24
+23
664
$4.77K ﹤0.01%
+200
665
$4.76K ﹤0.01%
18
+13
666
$4.68K ﹤0.01%
375
667
$4.66K ﹤0.01%
35
+12
668
$4.63K ﹤0.01%
32
+16
669
$4.6K ﹤0.01%
65
-11
670
$4.58K ﹤0.01%
35
+23
671
$4.58K ﹤0.01%
65
+50
672
$4.51K ﹤0.01%
40
+25
673
$4.47K ﹤0.01%
13
-10
674
$4.46K ﹤0.01%
120
+60
675
$4.44K ﹤0.01%
269
25 26
27
28 29