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
$235M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.71M
3
+$1.19M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.16M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$737K

Top Sells

1
+$2.01M
2
+$1.87M
3
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.1M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$866K

Sector Composition

1 Technology 12.19%
2 Financials 8.89%
3 Healthcare 7.84%
4 Consumer Staples 5.97%
5 Utilities 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$213 ﹤0.01%
2
952
$206 ﹤0.01%
3
953
$206 ﹤0.01%
3
954
$204 ﹤0.01%
5
955
$192 ﹤0.01%
1
956
$188 ﹤0.01%
1
957
$187 ﹤0.01%
35
958
$172 ﹤0.01%
35
959
$157 ﹤0.01%
4
960
$152 ﹤0.01%
5
-10
961
$151 ﹤0.01%
+91
962
$146 ﹤0.01%
1
963
$143 ﹤0.01%
2
-36
964
$142 ﹤0.01%
5
965
$138 ﹤0.01%
14
966
$122 ﹤0.01%
3
967
$109 ﹤0.01%
1
-5
968
$100 ﹤0.01%
10
969
$98 ﹤0.01%
1
970
$94 ﹤0.01%
1
971
$93 ﹤0.01%
1
-947
972
$93 ﹤0.01%
1
-1,068
973
$82 ﹤0.01%
4
974
$73 ﹤0.01%
4
975
$71 ﹤0.01%
1
37 38
39
40 41