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
$221M
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.02M
3
+$1.91M
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$1.72M
5
CERY
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
+$1.44M

Top Sells

1
+$3.7M
2
+$3.53M
3
+$3.29M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.79M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.93M

Sector Composition

1 Healthcare 9.53%
2 Financials 9.04%
3 Technology 8.88%
4 Energy 5.85%
5 Utilities 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.63%
49,372
-19,532
52
$1.38M 0.63%
7,262
+1,373
53
$1.36M 0.62%
23,437
+405
54
$1.3M 0.59%
25,373
+3,102
55
$1.3M 0.59%
86,501
+465
56
$1.24M 0.56%
26,263
-4,874
57
$1.22M 0.55%
20,766
-7,499
58
$1.22M 0.55%
17,369
-94
59
$1.2M 0.54%
33,320
+7,843
60
$1.2M 0.54%
7,158
-3,217
61
$1.1M 0.5%
6,456
-2,958
62
$1.1M 0.5%
1,804
-381
63
$1.09M 0.49%
11,379
+507
64
$1.07M 0.49%
14,950
-1,319
65
$1.05M 0.47%
43,699
+1,010
66
$1.03M 0.47%
32,324
+1,820
67
$981K 0.44%
2,677
-675
68
$948K 0.43%
11,305
-581
69
$940K 0.43%
10,165
-238
70
$934K 0.42%
46,513
-35,944
71
$915K 0.41%
18,004
+420
72
$896K 0.41%
26,962
-22,731
73
$873K 0.4%
10,207
-2,504
74
$868K 0.39%
18,846
-537
75
$851K 0.39%
1,030
-265
1 2
3
4 5