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
651
$6.03K ﹤0.01%
80
652
$5.96K ﹤0.01%
30
-15
653
$5.94K ﹤0.01%
68
654
$5.92K ﹤0.01%
47
-2
655
$5.82K ﹤0.01%
219
+3
656
$5.81K ﹤0.01%
125
657
$5.77K ﹤0.01%
50
+5
658
$5.75K ﹤0.01%
133
+23
659
$5.73K ﹤0.01%
80
+15
660
$5.68K ﹤0.01%
764
+265
661
$5.55K ﹤0.01%
145
-10
662
$5.5K ﹤0.01%
52
+2
663
$5.48K ﹤0.01%
65
+20
664
$5.33K ﹤0.01%
49
+14
665
$5.19K ﹤0.01%
45
-2,147
666
$5.07K ﹤0.01%
37
-2
667
$5.05K ﹤0.01%
31
+9
668
$5.03K ﹤0.01%
206
+6
669
$5.03K ﹤0.01%
18
670
$4.99K ﹤0.01%
120
671
$4.98K ﹤0.01%
+11
672
$4.97K ﹤0.01%
169
-4
673
$4.93K ﹤0.01%
70
+50
674
$4.92K ﹤0.01%
379
+4
675
$4.92K ﹤0.01%
55
25 26
27
28 29