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
876
$584 ﹤0.01%
5
-309
877
$574 ﹤0.01%
+5
878
$545 ﹤0.01%
250
879
$544 ﹤0.01%
+5
880
$544 ﹤0.01%
15
+10
881
$542 ﹤0.01%
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$525 ﹤0.01%
+5
883
$515 ﹤0.01%
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884
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20
885
$511 ﹤0.01%
+5
886
$509 ﹤0.01%
60
-109
887
$502 ﹤0.01%
+10
888
$493 ﹤0.01%
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-15
889
$488 ﹤0.01%
+2
890
$475 ﹤0.01%
+4
891
$464 ﹤0.01%
10
+5
892
$453 ﹤0.01%
9
-669
893
$445 ﹤0.01%
+5
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$431 ﹤0.01%
15
895
$429 ﹤0.01%
5
896
$427 ﹤0.01%
5
-13
897
$423 ﹤0.01%
1
-3
898
$415 ﹤0.01%
25
-432
899
$406 ﹤0.01%
+10
900
$406 ﹤0.01%
26
34 35
36
37 38