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

Top Buys

1
+$2.53M
2
+$2.39M
3
+$2.13M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.68M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.26M

Top Sells

1
+$3.17M
2
+$2.07M
3
+$1.42M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.12M

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
701
$5K ﹤0.01%
35
-14
702
$4.99K ﹤0.01%
26
+13
703
$4.88K ﹤0.01%
33
+18
704
$4.87K ﹤0.01%
19
-5
705
$4.86K ﹤0.01%
75
+50
706
$4.84K ﹤0.01%
630
-101
707
$4.69K ﹤0.01%
77
+1
708
$4.6K ﹤0.01%
157
709
$4.59K ﹤0.01%
54
-2
710
$4.47K ﹤0.01%
60
+5
711
$4.42K ﹤0.01%
231
712
$4.42K ﹤0.01%
40
713
$4.4K ﹤0.01%
49
+34
714
$4.35K ﹤0.01%
+69
715
$4.34K ﹤0.01%
65
-91
716
$4.33K ﹤0.01%
18
+1
717
$4.32K ﹤0.01%
32
+21
718
$4.32K ﹤0.01%
110
719
$4.3K ﹤0.01%
19
-8
720
$4.28K ﹤0.01%
19
+3
721
$4.24K ﹤0.01%
306
722
$4.21K ﹤0.01%
35
+20
723
$4.15K ﹤0.01%
170
+1
724
$4.14K ﹤0.01%
40
-11
725
$4.11K ﹤0.01%
+171
27 28
29
30 31