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
851
$968 ﹤0.01%
10
852
$923 ﹤0.01%
13
853
$917 ﹤0.01%
6
+1
854
$883 ﹤0.01%
7
+1
855
$860 ﹤0.01%
+500
856
$859 ﹤0.01%
+2
857
$854 ﹤0.01%
39
858
$850 ﹤0.01%
+2
859
$839 ﹤0.01%
+30
860
$839 ﹤0.01%
37
861
$837 ﹤0.01%
5
862
$825 ﹤0.01%
3
-5
863
$795 ﹤0.01%
2
+1
864
$792 ﹤0.01%
+10
865
$768 ﹤0.01%
+10
866
$693 ﹤0.01%
20
-477
867
$688 ﹤0.01%
4
+2
868
$686 ﹤0.01%
7
869
$674 ﹤0.01%
+19
870
$673 ﹤0.01%
+10
871
$661 ﹤0.01%
122
872
$658 ﹤0.01%
+20
873
$658 ﹤0.01%
3
+1
874
$646 ﹤0.01%
20
+10
875
$585 ﹤0.01%
3
+2
33 34
35
36 37