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
76
$1.06M 0.41%
3,643
+181
77
$1.06M 0.41%
+10,872
78
$1.01M 0.39%
10,403
+3,951
79
$1,000K 0.39%
1,295
+159
80
$977K 0.38%
7,688
+185
81
$975K 0.38%
2,150
+89
82
$967K 0.37%
1,912
-28
83
$964K 0.37%
12,711
-7,267
84
$945K 0.36%
30,504
+4,182
85
$913K 0.35%
3,217
-143
86
$913K 0.35%
11,886
-2,462
87
$911K 0.35%
42,689
-93
88
$903K 0.35%
7,157
-57
89
$890K 0.34%
869
-44
90
$876K 0.34%
19,383
-1,585
91
$866K 0.33%
14,630
+26
92
$841K 0.32%
17,584
-182
93
$836K 0.32%
6,646
-1,416
94
$833K 0.32%
4,922
-26
95
$827K 0.32%
25,477
-919
96
$802K 0.31%
9,797
-408
97
$799K 0.31%
18,080
-1,460
98
$793K 0.31%
14,292
+1,010
99
$792K 0.31%
2,506
-17
100
$791K 0.31%
2,367
+509
2 3
4
5 6