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
726
$2.78K ﹤0.01%
15
+5
727
$2.77K ﹤0.01%
+23
728
$2.74K ﹤0.01%
35
+10
729
$2.74K ﹤0.01%
165
-71
730
$2.69K ﹤0.01%
130
+95
731
$2.67K ﹤0.01%
224
+170
732
$2.65K ﹤0.01%
40
+35
733
$2.64K ﹤0.01%
+35
734
$2.63K ﹤0.01%
30
+25
735
$2.61K ﹤0.01%
11
+10
736
$2.6K ﹤0.01%
+52
737
$2.59K ﹤0.01%
13
+11
738
$2.58K ﹤0.01%
+55
739
$2.56K ﹤0.01%
45
+35
740
$2.54K ﹤0.01%
45
+25
741
$2.5K ﹤0.01%
157
742
$2.49K ﹤0.01%
6
-80
743
$2.48K ﹤0.01%
32
-8
744
$2.47K ﹤0.01%
11
+7
745
$2.46K ﹤0.01%
13
+6
746
$2.45K ﹤0.01%
25
+10
747
$2.44K ﹤0.01%
136
748
$2.42K ﹤0.01%
40
+30
749
$2.41K ﹤0.01%
210
-90
750
$2.41K ﹤0.01%
65
+35
28 29
30
31 32