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
751
$2.4K ﹤0.01%
25
+20
752
$2.29K ﹤0.01%
54
753
$2.27K ﹤0.01%
70
+40
754
$2.26K ﹤0.01%
40
+30
755
$2.21K ﹤0.01%
78
-135
756
$2.21K ﹤0.01%
16
-156
757
$2.15K ﹤0.01%
140
+115
758
$2.1K ﹤0.01%
+93
759
$2.09K ﹤0.01%
11
+8
760
$2.08K ﹤0.01%
25
+20
761
$2.08K ﹤0.01%
18
-129
762
$2.08K ﹤0.01%
201
+1
763
$2.06K ﹤0.01%
48
-16
764
$2.04K ﹤0.01%
38
+33
765
$2.03K ﹤0.01%
12
+5
766
$2K ﹤0.01%
45
+40
767
$1.97K ﹤0.01%
55
768
$1.97K ﹤0.01%
+20
769
$1.95K ﹤0.01%
11
+10
770
$1.92K ﹤0.01%
40
-415
771
$1.89K ﹤0.01%
13
+6
772
$1.88K ﹤0.01%
90
+70
773
$1.85K ﹤0.01%
215
774
$1.85K ﹤0.01%
40
+35
775
$1.85K ﹤0.01%
35
+15
29 30
31
32 33