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
676
$4.4K ﹤0.01%
60
677
$4.36K ﹤0.01%
499
-12
678
$4.34K ﹤0.01%
231
679
$4.3K ﹤0.01%
110
-102
680
$4.28K ﹤0.01%
145
681
$4.13K ﹤0.01%
9
+1
682
$4.11K ﹤0.01%
50
-18,867
683
$4.09K ﹤0.01%
75
684
$4.04K ﹤0.01%
+25
685
$4.02K ﹤0.01%
18
+15
686
$3.94K ﹤0.01%
110
-18
687
$3.93K ﹤0.01%
150
+75
688
$3.9K ﹤0.01%
140
+110
689
$3.85K ﹤0.01%
60
+55
690
$3.85K ﹤0.01%
29
+28
691
$3.83K ﹤0.01%
125
-25
692
$3.76K ﹤0.01%
74
-101
693
$3.69K ﹤0.01%
+470
694
$3.69K ﹤0.01%
45
+25
695
$3.69K ﹤0.01%
28
+24
696
$3.67K ﹤0.01%
35
+25
697
$3.67K ﹤0.01%
182
698
$3.65K ﹤0.01%
12
-89
699
$3.62K ﹤0.01%
12
+8
700
$3.51K ﹤0.01%
25
+15
26 27
28
29 30