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
926
$688 ﹤0.01%
6
927
$686 ﹤0.01%
4
928
$678 ﹤0.01%
7
929
$672 ﹤0.01%
20
+1
930
$667 ﹤0.01%
+27
931
$665 ﹤0.01%
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932
$660 ﹤0.01%
+20
933
$651 ﹤0.01%
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934
$626 ﹤0.01%
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935
$624 ﹤0.01%
+13
936
$611 ﹤0.01%
+4
937
$608 ﹤0.01%
+4
938
$599 ﹤0.01%
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939
$589 ﹤0.01%
215
940
$580 ﹤0.01%
20
941
$572 ﹤0.01%
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942
$572 ﹤0.01%
5
943
$549 ﹤0.01%
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944
$544 ﹤0.01%
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945
$512 ﹤0.01%
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946
$503 ﹤0.01%
20
947
$475 ﹤0.01%
10
948
$473 ﹤0.01%
+68
949
$463 ﹤0.01%
5
950
$459 ﹤0.01%
1
36 37
38
39 40