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
801
$1.48K ﹤0.01%
95
802
$1.48K ﹤0.01%
40
+35
803
$1.43K ﹤0.01%
25
804
$1.43K ﹤0.01%
50
805
$1.42K ﹤0.01%
+168
806
$1.42K ﹤0.01%
11
+6
807
$1.37K ﹤0.01%
1,271
808
$1.35K ﹤0.01%
+20
809
$1.34K ﹤0.01%
35
-60
810
$1.34K ﹤0.01%
60
-5
811
$1.34K ﹤0.01%
+15
812
$1.34K ﹤0.01%
+137
813
$1.32K ﹤0.01%
7
+1
814
$1.32K ﹤0.01%
3
+1
815
$1.32K ﹤0.01%
+26
816
$1.31K ﹤0.01%
15
+10
817
$1.3K ﹤0.01%
+525
818
$1.3K ﹤0.01%
10
+5
819
$1.29K ﹤0.01%
30
+10
820
$1.29K ﹤0.01%
+20
821
$1.28K ﹤0.01%
576
822
$1.28K ﹤0.01%
66
823
$1.26K ﹤0.01%
10
824
$1.26K ﹤0.01%
+44
825
$1.26K ﹤0.01%
+10
31 32
33
34 35