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
876
$1.18K ﹤0.01%
+11
877
$1.18K ﹤0.01%
7
878
$1.17K ﹤0.01%
2
879
$1.16K ﹤0.01%
10
880
$1.13K ﹤0.01%
25
-5
881
$1.13K ﹤0.01%
10
-20
882
$1.11K ﹤0.01%
15
-16
883
$1.09K ﹤0.01%
7
+2
884
$1.09K ﹤0.01%
75
885
$1.07K ﹤0.01%
10
886
$1.07K ﹤0.01%
55
887
$1.07K ﹤0.01%
15
888
$1.04K ﹤0.01%
13
889
$1.04K ﹤0.01%
13
890
$1.04K ﹤0.01%
215
891
$1.03K ﹤0.01%
10
-1
892
$1.01K ﹤0.01%
+10
893
$931 ﹤0.01%
15
-10
894
$924 ﹤0.01%
+19
895
$915 ﹤0.01%
5
896
$902 ﹤0.01%
6
897
$900 ﹤0.01%
41
+1
898
$889 ﹤0.01%
5
899
$888 ﹤0.01%
39
+1
900
$875 ﹤0.01%
2
34 35
36
37 38