RCM
Raleigh Capital Management Portfolio holdings
AUM
$238M
1-Year Return
19.5%
This Quarter Return
+2.09%
1 Year Return
+19.5%
3 Year Return
+46.18%
5 Year Return
–
10 Year Return
–
AUM
$221M
AUM Growth
-$38.6M
(-15%)
Cap. Flow
-$39M
Cap. Flow
% of AUM
-17.65%
Top 10 Holdings %
Top 10 Hldgs %
23.09%
Holding
1,094
New
73
Increased
117
Reduced
339
Closed
542
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.7M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$3.53M |
| 3 |
Apple
AAPL
|
+$3.29M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.79M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
+$1.93M |
Sector Composition
| 1 | Healthcare | 9.53% |
| 2 | Financials | 9.04% |
| 3 | Technology | 8.88% |
| 4 | Energy | 5.85% |
| 5 | Utilities | 5.72% |
