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
926
$235 ﹤0.01%
2
927
$231 ﹤0.01%
14
928
$226 ﹤0.01%
3
929
$221 ﹤0.01%
+5
930
$220 ﹤0.01%
35
931
$220 ﹤0.01%
35
932
$193 ﹤0.01%
9
933
$193 ﹤0.01%
1
934
$190 ﹤0.01%
5
935
$189 ﹤0.01%
1
-4
936
$188 ﹤0.01%
+1
937
$185 ﹤0.01%
3
938
$184 ﹤0.01%
1
-143
939
$166 ﹤0.01%
5
940
$153 ﹤0.01%
4
+1
941
$135 ﹤0.01%
+5
942
$131 ﹤0.01%
+1
943
$126 ﹤0.01%
+3
944
$123 ﹤0.01%
1
-247
945
$120 ﹤0.01%
10
946
$108 ﹤0.01%
+4
947
$89 ﹤0.01%
1
948
$87 ﹤0.01%
+4
949
$86 ﹤0.01%
1
950
$72 ﹤0.01%
1
-12,345
36 37
38
39 40