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
701
$4K ﹤0.01%
13
-3
702
$3.99K ﹤0.01%
205
+55
703
$3.98K ﹤0.01%
90
-30
704
$3.98K ﹤0.01%
35
705
$3.97K ﹤0.01%
110
+75
706
$3.91K ﹤0.01%
69
-623
707
$3.88K ﹤0.01%
35
+10
708
$3.86K ﹤0.01%
30
709
$3.85K ﹤0.01%
192
+117
710
$3.81K ﹤0.01%
55
+5
711
$3.76K ﹤0.01%
100
-3,527
712
$3.73K ﹤0.01%
140
713
$3.72K ﹤0.01%
39
+20
714
$3.72K ﹤0.01%
17
-1
715
$3.61K ﹤0.01%
93
+43
716
$3.57K ﹤0.01%
+270
717
$3.52K ﹤0.01%
40
+35
718
$3.49K ﹤0.01%
210
719
$3.43K ﹤0.01%
72
720
$3.41K ﹤0.01%
182
721
$3.4K ﹤0.01%
14
722
$3.39K ﹤0.01%
100
723
$3.38K ﹤0.01%
25
724
$3.38K ﹤0.01%
25
725
$3.34K ﹤0.01%
17
-17
27 28
29
30 31