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
801
$2.35K ﹤0.01%
59
-61
802
$2.31K ﹤0.01%
34
+9
803
$2.3K ﹤0.01%
84
+14
804
$2.3K ﹤0.01%
14
+10
805
$2.29K ﹤0.01%
55
806
$2.27K ﹤0.01%
+28
807
$2.27K ﹤0.01%
60
+55
808
$2.25K ﹤0.01%
93
809
$2.25K ﹤0.01%
1,271
810
$2.19K ﹤0.01%
20
+10
811
$2.14K ﹤0.01%
200
-10
812
$2.1K ﹤0.01%
10
813
$2.1K ﹤0.01%
104
-21
814
$2.09K ﹤0.01%
20
815
$2.09K ﹤0.01%
180
+41
816
$2.09K ﹤0.01%
30
817
$2.02K ﹤0.01%
+16
818
$1.97K ﹤0.01%
15
-3
819
$1.96K ﹤0.01%
48
820
$1.95K ﹤0.01%
220
821
$1.94K ﹤0.01%
1
-1
822
$1.88K ﹤0.01%
225
823
$1.88K ﹤0.01%
20
824
$1.87K ﹤0.01%
15
825
$1.87K ﹤0.01%
+26
31 32
33
34 35