RCM

Raleigh Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$116K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.23M
3
+$1.69M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.28M
5
CERY
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
+$1.14M

Top Sells

1
+$3.37M
2
+$2.4M
3
+$1.85M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.32M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.23M

Sector Composition

1 Technology 13.7%
2 Financials 9.73%
3 Healthcare 8.42%
4 Consumer Staples 5.23%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.59%
58,127
-2,205
52
$1.52M 0.59%
35,062
-943
53
$1.48M 0.57%
28,265
+1,268
54
$1.47M 0.57%
15,142
+2,057
55
$1.45M 0.56%
31,137
-724
56
$1.41M 0.54%
18,579
-2,269
57
$1.4M 0.54%
86,036
-16,703
58
$1.39M 0.54%
2,185
-117
59
$1.38M 0.53%
14,983
-506
60
$1.3M 0.5%
3,352
-63
61
$1.3M 0.5%
17,463
+291
62
$1.28M 0.5%
12,914
-557
63
$1.25M 0.48%
13,855
+741
64
$1.25M 0.48%
4,779
+1,077
65
$1.23M 0.47%
23,032
+77
66
$1.22M 0.47%
22,271
-218
67
$1.16M 0.45%
3,191
-299
68
$1.14M 0.44%
+44,164
69
$1.14M 0.44%
16,269
+5,734
70
$1.13M 0.44%
27,151
+3,523
71
$1.12M 0.43%
5,889
+118
72
$1.11M 0.43%
6,643
-31
73
$1.09M 0.42%
22,588
+21,895
74
$1.07M 0.41%
2,614
-66
75
$1.06M 0.41%
44,458
+5,620
1 2
3
4 5