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
676
$4.9K ﹤0.01%
212
-1,843
677
$4.81K ﹤0.01%
24
+21
678
$4.8K ﹤0.01%
280
+11
679
$4.78K ﹤0.01%
231
680
$4.74K ﹤0.01%
456
-5
681
$4.72K ﹤0.01%
45
+10
682
$4.71K ﹤0.01%
137
+45
683
$4.68K ﹤0.01%
731
+101
684
$4.67K ﹤0.01%
35
685
$4.66K ﹤0.01%
151
686
$4.65K ﹤0.01%
485
+8
687
$4.63K ﹤0.01%
12
+1
688
$4.59K ﹤0.01%
245
+70
689
$4.56K ﹤0.01%
51
+21
690
$4.51K ﹤0.01%
20
+8
691
$4.5K ﹤0.01%
50
692
$4.34K ﹤0.01%
121
+31
693
$4.33K ﹤0.01%
14
+2
694
$4.28K ﹤0.01%
157
695
$4.18K ﹤0.01%
32
696
$4.13K ﹤0.01%
76
+1
697
$4.07K ﹤0.01%
+306
698
$4.01K ﹤0.01%
140
-35
699
$4K ﹤0.01%
55
700
$4K ﹤0.01%
145
-5
26 27
28
29 30