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
651
$7.06K ﹤0.01%
+255
652
$6.9K ﹤0.01%
106
+46
653
$6.9K ﹤0.01%
297
+92
654
$6.85K ﹤0.01%
95
655
$6.82K ﹤0.01%
152
+27
656
$6.82K ﹤0.01%
161
+24
657
$6.8K ﹤0.01%
151
658
$6.79K ﹤0.01%
1,000
659
$6.7K ﹤0.01%
80
660
$6.64K ﹤0.01%
85
+1
661
$6.57K ﹤0.01%
33
+19
662
$6.56K ﹤0.01%
83
+48
663
$6.53K ﹤0.01%
+178
664
$6.51K ﹤0.01%
220
+1
665
$6.51K ﹤0.01%
44
+14
666
$6.4K ﹤0.01%
192
+52
667
$6.39K ﹤0.01%
80
668
$6.3K ﹤0.01%
21
+14
669
$6.24K ﹤0.01%
+80
670
$6.24K ﹤0.01%
38
+1
671
$6.21K ﹤0.01%
108
+64
672
$6.16K ﹤0.01%
548
+503
673
$6.15K ﹤0.01%
119
+13
674
$6.11K ﹤0.01%
173
675
$5.99K ﹤0.01%
190
-10
25 26
27
28 29