RCM

Raleigh Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$116K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.23M
3
+$1.69M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.28M
5
CERY
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
+$1.14M

Top Sells

1
+$3.37M
2
+$2.4M
3
+$1.85M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.32M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.23M

Sector Composition

1 Technology 13.7%
2 Financials 9.73%
3 Healthcare 8.42%
4 Consumer Staples 5.23%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2.2K ﹤0.01%
16
827
$2.19K ﹤0.01%
9
+6
828
$2.15K ﹤0.01%
25
829
$2.12K ﹤0.01%
20
830
$2.09K ﹤0.01%
28
831
$2.06K ﹤0.01%
95
832
$2.06K ﹤0.01%
11
-244
833
$2.04K ﹤0.01%
30
834
$2.01K ﹤0.01%
25
-5
835
$1.99K ﹤0.01%
1
836
$1.98K ﹤0.01%
220
837
$1.97K ﹤0.01%
6
-6
838
$1.97K ﹤0.01%
25
+10
839
$1.91K ﹤0.01%
89
840
$1.83K ﹤0.01%
16
841
$1.81K ﹤0.01%
5
+3
842
$1.8K ﹤0.01%
+65
843
$1.76K ﹤0.01%
15
844
$1.75K ﹤0.01%
55
845
$1.73K ﹤0.01%
3
+1
846
$1.73K ﹤0.01%
35
847
$1.72K ﹤0.01%
33
848
$1.71K ﹤0.01%
20
849
$1.69K ﹤0.01%
50
850
$1.68K ﹤0.01%
225
32 33
34
35 36