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
851
$1.41K ﹤0.01%
20
-48
852
$1.39K ﹤0.01%
10
853
$1.36K ﹤0.01%
35
+5
854
$1.36K ﹤0.01%
27
+1
855
$1.32K ﹤0.01%
44
856
$1.32K ﹤0.01%
73
-536
857
$1.32K ﹤0.01%
21
-275
858
$1.31K ﹤0.01%
5
+2
859
$1.3K ﹤0.01%
50
860
$1.28K ﹤0.01%
100
861
$1.26K ﹤0.01%
+19
862
$1.26K ﹤0.01%
65
863
$1.25K ﹤0.01%
9
+5
864
$1.24K ﹤0.01%
10
865
$1.24K ﹤0.01%
7
+1
866
$1.23K ﹤0.01%
33
867
$1.23K ﹤0.01%
9
+2
868
$1.22K ﹤0.01%
3
869
$1.22K ﹤0.01%
576
870
$1.21K ﹤0.01%
20
871
$1.2K ﹤0.01%
95
872
$1.2K ﹤0.01%
+33
873
$1.19K ﹤0.01%
20
874
$1.18K ﹤0.01%
20
875
$1.18K ﹤0.01%
34
+24
33 34
35
36 37