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
826
$1.25K ﹤0.01%
4
-144
827
$1.25K ﹤0.01%
+1
828
$1.25K ﹤0.01%
+45
829
$1.23K ﹤0.01%
+65
830
$1.22K ﹤0.01%
+10
831
$1.22K ﹤0.01%
10
-263
832
$1.2K ﹤0.01%
7
+6
833
$1.17K ﹤0.01%
+15
834
$1.1K ﹤0.01%
4
+3
835
$1.09K ﹤0.01%
6
+3
836
$1.08K ﹤0.01%
20
837
$1.07K ﹤0.01%
20
-517
838
$1.06K ﹤0.01%
+30
839
$1.05K ﹤0.01%
+32
840
$1.05K ﹤0.01%
55
841
$1.04K ﹤0.01%
6
+5
842
$1.04K ﹤0.01%
3
+2
843
$1.03K ﹤0.01%
295
844
$1.03K ﹤0.01%
20
+15
845
$1.02K ﹤0.01%
15
-35
846
$1.01K ﹤0.01%
13
-4,353
847
$1K ﹤0.01%
6
-168
848
$998 ﹤0.01%
10
+5
849
$993 ﹤0.01%
8
-293
850
$986 ﹤0.01%
+5
32 33
34
35 36