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
101
$715K 0.31%
1,700
+207
102
$682K 0.29%
3,306
+337
103
$673K 0.29%
2,413
+620
104
$646K 0.28%
1,307
+335
105
$629K 0.27%
3,595
-137
106
$577K 0.25%
15,559
+1,707
107
$568K 0.25%
4,625
-554
108
$546K 0.24%
9,483
+5,243
109
$541K 0.23%
8,799
-2,361
110
$526K 0.23%
4,035
-13
111
$523K 0.23%
13,786
-1,059
112
$513K 0.22%
8,851
-710
113
$506K 0.22%
942
+55
114
$504K 0.22%
1,673
+391
115
$492K 0.21%
2,161
+284
116
$489K 0.21%
13,139
+152
117
$487K 0.21%
4,039
+108
118
$481K 0.21%
1,704
-193
119
$477K 0.21%
8,231
+1,944
120
$477K 0.21%
+13,666
121
$475K 0.21%
2,704
+1,099
122
$475K 0.2%
1,881
+356
123
$455K 0.2%
2,690
+267
124
$443K 0.19%
15,868
+9,236
125
$433K 0.19%
8,634
-8,028
3 4
5
6 7