RCM

Raleigh Capital Management Portfolio holdings

AUM $276M
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$1.84M
2
+$1.8M
3
+$1.51M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.33M
5
AAPL icon
Apple
AAPL
+$1.3M

Top Sells

1
+$2.06M
2
+$1.47M
3
+$1.3M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.19M
5
MDT icon
Medtronic
MDT
+$1.18M

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
951
$66 ﹤0.01%
4
952
$61 ﹤0.01%
+1
953
$55 ﹤0.01%
1
954
$45 ﹤0.01%
7
955
$45 ﹤0.01%
+3
956
$24 ﹤0.01%
1
957
$24 ﹤0.01%
+1
958
$20 ﹤0.01%
+1
959
$10 ﹤0.01%
2
960
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961
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962
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963
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964
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965
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966
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967
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968
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975
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37 38
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