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
801
$1.69K ﹤0.01%
30
-10
802
$1.68K ﹤0.01%
20
803
$1.68K ﹤0.01%
+101
804
$1.65K ﹤0.01%
+20
805
$1.64K ﹤0.01%
15
-327
806
$1.63K ﹤0.01%
20
+10
807
$1.57K ﹤0.01%
+5
808
$1.54K ﹤0.01%
+100
809
$1.5K ﹤0.01%
25
+5
810
$1.49K ﹤0.01%
11
811
$1.48K ﹤0.01%
20
812
$1.48K ﹤0.01%
576
813
$1.48K ﹤0.01%
139
-85
814
$1.47K ﹤0.01%
225
815
$1.47K ﹤0.01%
+104
816
$1.45K ﹤0.01%
8
+1
817
$1.43K ﹤0.01%
25
818
$1.4K ﹤0.01%
25
819
$1.39K ﹤0.01%
215
820
$1.36K ﹤0.01%
30
-15
821
$1.34K ﹤0.01%
+75
822
$1.33K ﹤0.01%
+102
823
$1.33K ﹤0.01%
45
824
$1.33K ﹤0.01%
23
+18
825
$1.32K ﹤0.01%
26
31 32
33
34 35