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
776
$2.16K ﹤0.01%
120
-10
777
$2.11K ﹤0.01%
25
778
$2.1K ﹤0.01%
25
-153
779
$2.09K ﹤0.01%
60
-60
780
$2.08K ﹤0.01%
93
781
$2.03K ﹤0.01%
7
-6
782
$2.02K ﹤0.01%
19
+4
783
$2.01K ﹤0.01%
10
+8
784
$2.01K ﹤0.01%
11
785
$1.96K ﹤0.01%
25
+5
786
$1.93K ﹤0.01%
20
-26
787
$1.92K ﹤0.01%
12
-1
788
$1.91K ﹤0.01%
7
+4
789
$1.89K ﹤0.01%
15
-1
790
$1.88K ﹤0.01%
100
+10
791
$1.86K ﹤0.01%
+202
792
$1.85K ﹤0.01%
48
793
$1.83K ﹤0.01%
55
794
$1.77K ﹤0.01%
15
795
$1.77K ﹤0.01%
10
-1
796
$1.75K ﹤0.01%
70
+10
797
$1.72K ﹤0.01%
+3
798
$1.72K ﹤0.01%
20
-5
799
$1.71K ﹤0.01%
+125
800
$1.7K ﹤0.01%
30
30 31
32
33 34