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
$232M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,210
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.85M
3
+$1.6M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.42M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.34M

Top Sells

1
+$2.16M
2
+$1.55M
3
+$1.21M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.19M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.01M

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
701
$3.51K ﹤0.01%
14
702
$3.46K ﹤0.01%
113
-670
703
$3.44K ﹤0.01%
+500
704
$3.44K ﹤0.01%
55
705
$3.41K ﹤0.01%
+50
706
$3.36K ﹤0.01%
+30
707
$3.3K ﹤0.01%
+100
708
$3.29K ﹤0.01%
55
709
$3.28K ﹤0.01%
22
+11
710
$3.22K ﹤0.01%
17
+10
711
$3.21K ﹤0.01%
750
712
$3.2K ﹤0.01%
90
+65
713
$3.17K ﹤0.01%
8
-81
714
$3.16K ﹤0.01%
+100
715
$3.16K ﹤0.01%
+50
716
$3.15K ﹤0.01%
1
-11
717
$3.12K ﹤0.01%
72
718
$3.09K ﹤0.01%
+45
719
$3.02K ﹤0.01%
220
720
$2.96K ﹤0.01%
44
-481
721
$2.94K ﹤0.01%
150
+60
722
$2.88K ﹤0.01%
92
-20
723
$2.86K ﹤0.01%
175
+120
724
$2.81K ﹤0.01%
100
-53
725
$2.8K ﹤0.01%
25
-11
27 28
29
30 31