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
901
$404 ﹤0.01%
+15
902
$404 ﹤0.01%
50
903
$398 ﹤0.01%
5
904
$393 ﹤0.01%
3
905
$384 ﹤0.01%
+25
906
$383 ﹤0.01%
42
907
$381 ﹤0.01%
+5
908
$379 ﹤0.01%
210
909
$378 ﹤0.01%
+5
910
$364 ﹤0.01%
2
+1
911
$363 ﹤0.01%
5
912
$336 ﹤0.01%
+8
913
$328 ﹤0.01%
5
914
$327 ﹤0.01%
+16
915
$322 ﹤0.01%
+5
916
$306 ﹤0.01%
+5
917
$296 ﹤0.01%
+500
918
$285 ﹤0.01%
10
919
$277 ﹤0.01%
10
-153
920
$267 ﹤0.01%
+6
921
$267 ﹤0.01%
10
-478
922
$261 ﹤0.01%
5
-2
923
$260 ﹤0.01%
5
-13
924
$250 ﹤0.01%
+10
925
$235 ﹤0.01%
+10
35 36
37
38 39