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
726
$4.11K ﹤0.01%
105
-40
727
$4.09K ﹤0.01%
+135
728
$4.07K ﹤0.01%
182
729
$4.02K ﹤0.01%
89
-4
730
$4.01K ﹤0.01%
12
+5
731
$3.98K ﹤0.01%
100
732
$3.97K ﹤0.01%
55
+5
733
$3.96K ﹤0.01%
18
+3
734
$3.95K ﹤0.01%
+67
735
$3.87K ﹤0.01%
22
-9
736
$3.87K ﹤0.01%
18
+3
737
$3.81K ﹤0.01%
35
-15
738
$3.74K ﹤0.01%
8
739
$3.74K ﹤0.01%
14
740
$3.73K ﹤0.01%
140
-5
741
$3.72K ﹤0.01%
16
-2
742
$3.69K ﹤0.01%
24
+9
743
$3.66K ﹤0.01%
+21
744
$3.65K ﹤0.01%
50
+40
745
$3.61K ﹤0.01%
12
746
$3.6K ﹤0.01%
50
-20
747
$3.6K ﹤0.01%
10
+3
748
$3.6K ﹤0.01%
55
749
$3.51K ﹤0.01%
750
750
$3.5K ﹤0.01%
35
28 29
30
31 32