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
776
$1.83K ﹤0.01%
25
777
$1.82K ﹤0.01%
31
+10
778
$1.81K ﹤0.01%
15
+14
779
$1.81K ﹤0.01%
8
+4
780
$1.76K ﹤0.01%
35
-37
781
$1.74K ﹤0.01%
+20
782
$1.69K ﹤0.01%
+20
783
$1.69K ﹤0.01%
15
+5
784
$1.69K ﹤0.01%
19
+8
785
$1.68K ﹤0.01%
45
+25
786
$1.67K ﹤0.01%
8
-225
787
$1.65K ﹤0.01%
30
+25
788
$1.65K ﹤0.01%
50
+45
789
$1.64K ﹤0.01%
20
-289
790
$1.63K ﹤0.01%
+15
791
$1.61K ﹤0.01%
25
+20
792
$1.61K ﹤0.01%
225
793
$1.6K ﹤0.01%
20
-1
794
$1.59K ﹤0.01%
20
-170
795
$1.59K ﹤0.01%
15
-386
796
$1.58K ﹤0.01%
75
-119
797
$1.57K ﹤0.01%
15
-327
798
$1.56K ﹤0.01%
20
+15
799
$1.52K ﹤0.01%
35
+15
800
$1.5K ﹤0.01%
165
30 31
32
33 34