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
$259M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.3M
3
+$2.1M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.55M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.19M

Top Sells

1
+$3.05M
2
+$1.8M
3
+$1.37M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.25M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.1M

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
676
$5.95K ﹤0.01%
37
+2
677
$5.94K ﹤0.01%
52
678
$5.8K ﹤0.01%
75
+30
679
$5.75K ﹤0.01%
45
680
$5.74K ﹤0.01%
+36
681
$5.74K ﹤0.01%
23
+3
682
$5.67K ﹤0.01%
307
+62
683
$5.65K ﹤0.01%
44
+9
684
$5.59K ﹤0.01%
154
-66
685
$5.58K ﹤0.01%
114
-19
686
$5.57K ﹤0.01%
13
+5
687
$5.54K ﹤0.01%
84
-44
688
$5.5K ﹤0.01%
17
+15
689
$5.49K ﹤0.01%
+27
690
$5.45K ﹤0.01%
35
691
$5.38K ﹤0.01%
492
+7
692
$5.32K ﹤0.01%
39
-9,825
693
$5.21K ﹤0.01%
50
-5
694
$5.19K ﹤0.01%
48
-60
695
$5.19K ﹤0.01%
32
696
$5.18K ﹤0.01%
285
+5
697
$5.16K ﹤0.01%
50
698
$5.07K ﹤0.01%
79
+24
699
$5.05K ﹤0.01%
213
+7
700
$5K ﹤0.01%
471
+15
26 27
28
29 30