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
51
$1.45M 0.63%
36,193
-6,073
52
$1.43M 0.62%
26,349
+22,383
53
$1.42M 0.61%
33,704
+33,643
54
$1.38M 0.6%
4,854
-1,284
55
$1.36M 0.58%
6,507
+6,413
56
$1.31M 0.56%
26,908
+6,362
57
$1.27M 0.55%
14,990
+10,225
58
$1.22M 0.53%
5,933
+161
59
$1.2M 0.52%
22,726
-3,532
60
$1.19M 0.51%
3,111
-230
61
$1.18M 0.51%
7,914
-926
62
$1.18M 0.51%
63,074
-25,797
63
$1.12M 0.48%
8,274
+1,077
64
$1.11M 0.48%
5,919
+5,153
65
$1.09M 0.47%
21,501
-3,155
66
$1.08M 0.46%
52,550
+1,050
67
$1.04M 0.45%
3,703
-11
68
$1.03M 0.44%
6,487
+1
69
$1.02M 0.44%
47,683
+4,473
70
$1M 0.43%
7,884
-1,932
71
$991K 0.43%
18,573
-3,094
72
$967K 0.42%
32,629
+3,489
73
$967K 0.42%
17,770
-4,947
74
$953K 0.41%
2,769
-87
75
$944K 0.41%
9,093
+1,761
1 2
3
4 5