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
1051
– –
-19
1052
– –
-69
1053
– –
-217
1054
– –
-750
1055
– –
-60
1056
– –
-800
1057
– –
-400
1058
– –
-515
1059
– –
-1,000
1060
– –
-839
1061
– –
-300
1062
– –
-147
1063
– –
-29
1064
– –
-285
1065
– –
-58
1066
– –
-215
1067
– –
-2,823
1068
– –
-500
1069
– –
-5
1070
– –
-1
1071
– –
-565
1072
– –
-30
1073
– –
-91
1074
– –
-1,759
1075
– –
-123
40 41 42
43
44