RCM

Raleigh Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$116K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.23M
3
+$1.69M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.28M
5
CERY
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
+$1.14M

Top Sells

1
+$3.37M
2
+$2.4M
3
+$1.85M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.32M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.23M

Sector Composition

1 Technology 13.7%
2 Financials 9.73%
3 Healthcare 8.42%
4 Consumer Staples 5.23%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1.23K ﹤0.01%
7
877
$1.23K ﹤0.01%
7
-3
878
$1.21K ﹤0.01%
21
879
$1.2K ﹤0.01%
19
880
$1.17K ﹤0.01%
34
+1
881
$1.16K ﹤0.01%
10
-15
882
$1.15K ﹤0.01%
15
-15
883
$1.13K ﹤0.01%
20
884
$1.12K ﹤0.01%
30
-5
885
$1.11K ﹤0.01%
75
886
$1.09K ﹤0.01%
50
887
$1.08K ﹤0.01%
10
888
$1.07K ﹤0.01%
13
889
$1.06K ﹤0.01%
15
890
$1.05K ﹤0.01%
5
891
$1.03K ﹤0.01%
5
-7
892
$1.02K ﹤0.01%
13
893
$999 ﹤0.01%
15
894
$997 ﹤0.01%
10
895
$990 ﹤0.01%
+13
896
$966 ﹤0.01%
145
897
$958 ﹤0.01%
+8
898
$940 ﹤0.01%
100
899
$937 ﹤0.01%
17
-194
900
$934 ﹤0.01%
3
34 35
36
37 38