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
826
$1.28K ﹤0.01%
20
+10
827
$1.28K ﹤0.01%
11
+6
828
$1.25K ﹤0.01%
50
829
$1.24K ﹤0.01%
10
830
$1.23K ﹤0.01%
95
831
$1.23K ﹤0.01%
15
832
$1.21K ﹤0.01%
30
833
$1.21K ﹤0.01%
44
834
$1.18K ﹤0.01%
20
-25
835
$1.17K ﹤0.01%
66
836
$1.16K ﹤0.01%
3
837
$1.15K ﹤0.01%
65
838
$1.14K ﹤0.01%
33
+1
839
$1.13K ﹤0.01%
165
840
$1.11K ﹤0.01%
15
-10
841
$1.11K ﹤0.01%
7
842
$1.11K ﹤0.01%
8
843
$1.1K ﹤0.01%
27
-4,049
844
$1.1K ﹤0.01%
55
845
$1.1K ﹤0.01%
5
-6
846
$1.09K ﹤0.01%
30
-10
847
$1.08K ﹤0.01%
10
-211
848
$1.07K ﹤0.01%
16
-103
849
$1.07K ﹤0.01%
1,271
850
$1.06K ﹤0.01%
10
32 33
34
35 36