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
851
$1.06K ﹤0.01%
8
+1
852
$1.06K ﹤0.01%
20
853
$1.05K ﹤0.01%
+6
854
$1.02K ﹤0.01%
20
855
$1.02K ﹤0.01%
20
-15
856
$1.01K ﹤0.01%
2
857
$1K ﹤0.01%
13
858
$996 ﹤0.01%
6
859
$994 ﹤0.01%
10
860
$992 ﹤0.01%
20
-20
861
$991 ﹤0.01%
295
862
$977 ﹤0.01%
15
-5
863
$937 ﹤0.01%
10
-5
864
$911 ﹤0.01%
+10
865
$905 ﹤0.01%
13
866
$883 ﹤0.01%
3
-1
867
$870 ﹤0.01%
15
868
$869 ﹤0.01%
6
869
$867 ﹤0.01%
30
-40
870
$859 ﹤0.01%
40
+1
871
$848 ﹤0.01%
38
+1
872
$827 ﹤0.01%
7
-1
873
$791 ﹤0.01%
15
874
$786 ﹤0.01%
3
875
$781 ﹤0.01%
5
33 34
35
36 37