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
$221M
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.02M
3
+$1.91M
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$1.72M
5
CERY
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
+$1.44M

Top Sells

1
+$3.7M
2
+$3.53M
3
+$3.29M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.79M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.93M

Sector Composition

1 Healthcare 9.53%
2 Financials 9.04%
3 Technology 8.88%
4 Energy 5.85%
5 Utilities 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
– –
-510
1077
– –
-125
1078
– –
-327
1079
– –
-20
1080
– –
-101
1081
– –
-330
1082
– –
-20
1083
– –
-55
1084
– –
-600
1085
– –
-215
1086
– –
-349
1087
– –
-30
1088
– –
-67
1089
– –
-990
1090
– –
-7
1091
– –
-156
1092
– –
-19
1093
– –
-649
1094
– –
-13
40 41 42 43
44