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
51
$1.39M 0.59%
35,799
-2,229
52
$1.32M 0.56%
32,123
-1,581
53
$1.3M 0.55%
70,301
+7,227
54
$1.28M 0.54%
13,901
-6,608
55
$1.27M 0.54%
39,168
-4,386
56
$1.25M 0.53%
3,627
+516
57
$1.24M 0.53%
32,760
-3,433
58
$1.24M 0.53%
29,775
+3,426
59
$1.22M 0.52%
23,157
+6,396
60
$1.21M 0.51%
3,628
-606
61
$1.2M 0.51%
9,864
+9,731
62
$1.18M 0.5%
59,197
+6,647
63
$1.18M 0.5%
43,168
+42,515
64
$1.17M 0.5%
2,304
+718
65
$1.1M 0.47%
20,614
-2,112
66
$1.09M 0.46%
20,350
+6,943
67
$1.06M 0.45%
5,839
-80
68
$1.04M 0.44%
20,253
+1,680
69
$1.02M 0.43%
2,719
-50
70
$1M 0.43%
7,329
-585
71
$994K 0.42%
23,772
+1,880
72
$953K 0.41%
1,053
+131
73
$951K 0.4%
4,773
+498
74
$944K 0.4%
3,641
-122
75
$925K 0.39%
6,710
+72
1 2
3
4 5