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
776
$2.91K ﹤0.01%
12
+7
777
$2.88K ﹤0.01%
72
778
$2.86K ﹤0.01%
203
+1
779
$2.85K ﹤0.01%
+58
780
$2.81K ﹤0.01%
25
781
$2.8K ﹤0.01%
13
+2
782
$2.78K ﹤0.01%
55
+5
783
$2.74K ﹤0.01%
60
784
$2.7K ﹤0.01%
10
-3
785
$2.66K ﹤0.01%
30
+10
786
$2.65K ﹤0.01%
25
+5
787
$2.63K ﹤0.01%
90
788
$2.61K ﹤0.01%
+22
789
$2.56K ﹤0.01%
125
+25
790
$2.5K ﹤0.01%
25
791
$2.5K ﹤0.01%
56
-4,643
792
$2.47K ﹤0.01%
25
+6
793
$2.47K ﹤0.01%
56
+1
794
$2.46K ﹤0.01%
+16
795
$2.41K ﹤0.01%
12
+11
796
$2.4K ﹤0.01%
6
+3
797
$2.4K ﹤0.01%
25
+20
798
$2.37K ﹤0.01%
99
-41
799
$2.37K ﹤0.01%
29
+23
800
$2.37K ﹤0.01%
55
30 31
32
33 34