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
901
$932 ﹤0.01%
20
902
$928 ﹤0.01%
2
903
$925 ﹤0.01%
5
904
$911 ﹤0.01%
10
905
$907 ﹤0.01%
15
-35
906
$907 ﹤0.01%
42
+1
907
$902 ﹤0.01%
74
+1
908
$879 ﹤0.01%
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909
$878 ﹤0.01%
55
910
$864 ﹤0.01%
6
+5
911
$858 ﹤0.01%
576
912
$851 ﹤0.01%
20
913
$843 ﹤0.01%
5
914
$837 ﹤0.01%
4
915
$835 ﹤0.01%
+23
916
$827 ﹤0.01%
15
-19
917
$823 ﹤0.01%
18
+1
918
$782 ﹤0.01%
25
919
$754 ﹤0.01%
5
-2
920
$721 ﹤0.01%
15
921
$718 ﹤0.01%
4
+2
922
$699 ﹤0.01%
10
923
$697 ﹤0.01%
4
-1,194
924
$690 ﹤0.01%
10
925
$689 ﹤0.01%
+18
35 36
37
38 39