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
751
$2.67K ﹤0.01%
65
+20
752
$2.63K ﹤0.01%
14
-11
753
$2.62K ﹤0.01%
35
754
$2.62K ﹤0.01%
55
755
$2.58K ﹤0.01%
15
+2
756
$2.55K ﹤0.01%
60
757
$2.54K ﹤0.01%
750
758
$2.53K ﹤0.01%
136
759
$2.51K ﹤0.01%
90
-12,683
760
$2.5K ﹤0.01%
220
761
$2.46K ﹤0.01%
+35
762
$2.44K ﹤0.01%
50
+10
763
$2.4K ﹤0.01%
30
+5
764
$2.35K ﹤0.01%
13
+2
765
$2.33K ﹤0.01%
15
+2
766
$2.32K ﹤0.01%
155
-10
767
$2.31K ﹤0.01%
55
+1
768
$2.31K ﹤0.01%
7
-1
769
$2.28K ﹤0.01%
202
+1
770
$2.25K ﹤0.01%
18
+8
771
$2.24K ﹤0.01%
44
772
$2.21K ﹤0.01%
55
773
$2.18K ﹤0.01%
55
+45
774
$2.18K ﹤0.01%
20
775
$2.18K ﹤0.01%
+400
29 30
31
32 33