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
826
$1.87K ﹤0.01%
+42
827
$1.87K ﹤0.01%
55
828
$1.84K ﹤0.01%
+100
829
$1.82K ﹤0.01%
30
830
$1.81K ﹤0.01%
50
-10
831
$1.78K ﹤0.01%
+89
832
$1.72K ﹤0.01%
+33
833
$1.72K ﹤0.01%
20
+5
834
$1.7K ﹤0.01%
66
835
$1.67K ﹤0.01%
35
+25
836
$1.65K ﹤0.01%
15
-13
837
$1.64K ﹤0.01%
+17
838
$1.63K ﹤0.01%
+15
839
$1.63K ﹤0.01%
20
-213
840
$1.62K ﹤0.01%
13
+12
841
$1.57K ﹤0.01%
69
-84
842
$1.49K ﹤0.01%
46
+1
843
$1.49K ﹤0.01%
165
844
$1.47K ﹤0.01%
30
845
$1.46K ﹤0.01%
25
846
$1.45K ﹤0.01%
8
847
$1.44K ﹤0.01%
5
848
$1.43K ﹤0.01%
9
+1
849
$1.41K ﹤0.01%
80
-40
850
$1.41K ﹤0.01%
145
32 33
34
35 36