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
751
$3.5K ﹤0.01%
+147
752
$3.49K ﹤0.01%
99
-22
753
$3.49K ﹤0.01%
18
+10
754
$3.49K ﹤0.01%
+83
755
$3.48K ﹤0.01%
+38
756
$3.46K ﹤0.01%
129
+99
757
$3.35K ﹤0.01%
74
+9
758
$3.35K ﹤0.01%
17
+14
759
$3.34K ﹤0.01%
34
-488
760
$3.32K ﹤0.01%
82
+55
761
$3.3K ﹤0.01%
30
762
$3.27K ﹤0.01%
19
+7
763
$3.17K ﹤0.01%
+29
764
$3.15K ﹤0.01%
1
765
$3.13K ﹤0.01%
+64
766
$3.11K ﹤0.01%
8
-4
767
$3.11K ﹤0.01%
177
+22
768
$3.1K ﹤0.01%
16
+14
769
$3.09K ﹤0.01%
+147
770
$3.09K ﹤0.01%
25
+5
771
$3.09K ﹤0.01%
25
772
$3.08K ﹤0.01%
+126
773
$3.03K ﹤0.01%
136
774
$2.96K ﹤0.01%
127
-65
775
$2.91K ﹤0.01%
22
-25
29 30
31
32 33