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
876
$781 ﹤0.01%
+204
877
$776 ﹤0.01%
2
878
$762 ﹤0.01%
2
879
$762 ﹤0.01%
25
-120
880
$741 ﹤0.01%
10
881
$732 ﹤0.01%
4
-137
882
$715 ﹤0.01%
+11
883
$709 ﹤0.01%
+6
884
$701 ﹤0.01%
4
885
$696 ﹤0.01%
3
-1
886
$689 ﹤0.01%
5
887
$684 ﹤0.01%
+5
888
$679 ﹤0.01%
7
889
$674 ﹤0.01%
20
890
$660 ﹤0.01%
19
891
$650 ﹤0.01%
15
-5
892
$641 ﹤0.01%
10
+5
893
$620 ﹤0.01%
3
+1
894
$605 ﹤0.01%
4
-2
895
$605 ﹤0.01%
20
896
$605 ﹤0.01%
45
897
$554 ﹤0.01%
+2
898
$544 ﹤0.01%
+100
899
$543 ﹤0.01%
1
-44
900
$531 ﹤0.01%
3
34 35
36
37 38