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
76
$941K 0.41%
3,763
-113
77
$922K 0.4%
21,892
+5,384
78
$907K 0.39%
16,761
+3,047
79
$906K 0.39%
7,855
-697
80
$890K 0.38%
17,735
-447
81
$887K 0.38%
11,962
-887
82
$882K 0.38%
1,586
+85
83
$860K 0.37%
17,233
+383
84
$859K 0.37%
90,356
-16,421
85
$831K 0.36%
18,221
+6,734
86
$820K 0.35%
29,788
-4,377
87
$813K 0.35%
18,752
+510
88
$809K 0.35%
26,515
-12,864
89
$808K 0.35%
968
+47
90
$804K 0.35%
4,938
+141
91
$788K 0.34%
6,714
-570
92
$786K 0.34%
13,637
+412
93
$774K 0.33%
7,314
-6,419
94
$757K 0.33%
6,638
+74
95
$750K 0.32%
5,972
+992
96
$739K 0.32%
22,754
-1,686
97
$724K 0.31%
4,275
+367
98
$723K 0.31%
29,926
+29,707
99
$721K 0.31%
13,407
-2,053
100
$717K 0.31%
922
+416
2 3
4
5 6