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
726
$3.31K ﹤0.01%
8
-1
727
$3.31K ﹤0.01%
16
+1
728
$3.3K ﹤0.01%
45
+25
729
$3.3K ﹤0.01%
145
730
$3.28K ﹤0.01%
153
-11,868
731
$3.28K ﹤0.01%
+40
732
$3.24K ﹤0.01%
12
733
$3.22K ﹤0.01%
60
+25
734
$3.22K ﹤0.01%
25
+20
735
$3.18K ﹤0.01%
13
-86
736
$3.11K ﹤0.01%
50
+10
737
$2.99K ﹤0.01%
30
+15
738
$2.98K ﹤0.01%
2
+1
739
$2.96K ﹤0.01%
1
740
$2.96K ﹤0.01%
12
-4
741
$2.96K ﹤0.01%
15
-133
742
$2.92K ﹤0.01%
50
+5
743
$2.92K ﹤0.01%
8
+2
744
$2.91K ﹤0.01%
+200
745
$2.87K ﹤0.01%
31
+16
746
$2.82K ﹤0.01%
55
+20
747
$2.79K ﹤0.01%
125
+25
748
$2.77K ﹤0.01%
75
+10
749
$2.76K ﹤0.01%
28
+13
750
$2.73K ﹤0.01%
13
+5
28 29
30
31 32