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
976
$258 ﹤0.01%
250
977
$256 ﹤0.01%
+7
978
$254 ﹤0.01%
10
979
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+43
980
$237 ﹤0.01%
3
981
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5
982
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983
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10
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991
$193 ﹤0.01%
4
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$192 ﹤0.01%
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$192 ﹤0.01%
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$187 ﹤0.01%
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$177 ﹤0.01%
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$176 ﹤0.01%
+10
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$175 ﹤0.01%
+19
999
$152 ﹤0.01%
5
1000
$150 ﹤0.01%
1
38 39
40
41 42