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
$259M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.39M
3
+$2.13M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.68M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.26M

Top Sells

1
+$3.17M
2
+$2.07M
3
+$1.42M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.12M

Sector Composition

1 Technology 12.33%
2 Financials 9.27%
3 Healthcare 8.75%
4 Consumer Staples 5.66%
5 Utilities 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$282 ﹤0.01%
25
952
$279 ﹤0.01%
10
953
$272 ﹤0.01%
10
954
$269 ﹤0.01%
6
955
$268 ﹤0.01%
50
956
$264 ﹤0.01%
14
957
$258 ﹤0.01%
3
958
$247 ﹤0.01%
+5
959
$237 ﹤0.01%
9
960
$233 ﹤0.01%
5
-5
961
$214 ﹤0.01%
3
962
$210 ﹤0.01%
5
963
$210 ﹤0.01%
1
-3
964
$201 ﹤0.01%
5
965
$201 ﹤0.01%
35
966
$192 ﹤0.01%
5
967
$190 ﹤0.01%
2
968
$184 ﹤0.01%
4
969
$183 ﹤0.01%
91
970
$171 ﹤0.01%
1
971
$163 ﹤0.01%
1
972
$149 ﹤0.01%
35
973
$147 ﹤0.01%
1
-44
974
$141 ﹤0.01%
3
975
$140 ﹤0.01%
5
37 38
39
40 41