RCM
Raleigh Capital Management Portfolio holdings
AUM
$290M
1-Year Est. Return
19.41%
This Fund
S&P 500
1 Year Est. Return
+19.41%
AUM
$290M
AUM Growth
+$14.2M
(+5.2%)
Holding
808
Top Buys
| 1 | +$2.05M | |
| 2 | +$1.96M | |
| 3 | +$1.86M | |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$1.68M |
| 5 |
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
+$1.55M |
Top Sells
| 1 | +$2.19M | |
| 2 | +$1.89M | |
| 3 | +$1.84M | |
| 4 |
iShares S&P 100 ETF
OEF
|
+$1.76M |
| 5 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$1.67M |
Sector Composition
| 1 | Technology | 11.11% |
| 2 | Financials | 8.47% |
| 3 | Healthcare | 6.85% |
| 4 | Consumer Staples | 6.21% |
| 5 | Energy | 6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
801
Vanguard Real Estate ETF
VNQ
$36.6B
| – | – |
-137
|
|
||
802
Vanguard High Dividend Yield ETF
VYM
$79B
| – | – |
-520
|
|
||
803
TeraWulf
WULF
$12.9B
| – | – |
-200
|
|
||
804
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.91B
| – | – |
-1,233
|
|
||
805
Zscaler
ZS
$21.8B
| – | – |
-123
|
|
||
806
Neuberger Option Strategy ETF
NBOS
$450M
| – | – |
-1,606
|
|
||
|
HIMU
807
iShares High Yield Muni Active ETF
HIMU
$2.23B
| – | – |
-731
|
|
||
|
JMTG
808
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.88B
| – | – |
-256
|
|