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
51
$1.54M 0.59%
36,005
+206
52
$1.53M 0.59%
13,471
+463
53
$1.52M 0.58%
31,861
-899
54
$1.51M 0.58%
102,739
-4,393
55
$1.48M 0.57%
69,400
+10,203
56
$1.46M 0.56%
9,900
-4,955
57
$1.46M 0.56%
22,955
-202
58
$1.45M 0.56%
2,302
-2
59
$1.41M 0.54%
13,085
-1,028
60
$1.38M 0.53%
3,415
-212
61
$1.37M 0.53%
3,490
-138
62
$1.33M 0.51%
38,118
-1,050
63
$1.31M 0.51%
19,978
-636
64
$1.3M 0.5%
8,666
+8,419
65
$1.25M 0.48%
7,335
+3,764
66
$1.23M 0.47%
22,489
+2,236
67
$1.22M 0.47%
+13,504
68
$1.19M 0.46%
3,702
-2,165
69
$1.17M 0.45%
19,066
-398
70
$1.14M 0.44%
5,771
-68
71
$1.14M 0.44%
6,674
+559
72
$1.13M 0.44%
1,940
+771
73
$1.06M 0.41%
13,114
-241
74
$1.06M 0.41%
23,133
-18,130
75
$1.05M 0.41%
3,462
-84
1 2
3
4 5