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
101
$785K 0.3%
5,599
-55
102
$775K 0.3%
5,042
+22
103
$760K 0.29%
7,662
+238
104
$752K 0.29%
+2,598
105
$750K 0.29%
6,504
-778
106
$731K 0.28%
690
+28
107
$727K 0.28%
815
+80
108
$690K 0.27%
2,323
-113
109
$689K 0.27%
4,319
-219
110
$664K 0.26%
12,278
-10,855
111
$631K 0.24%
5,322
-237
112
$625K 0.24%
6,647
+260
113
$584K 0.23%
62,068
+144
114
$576K 0.22%
13,097
-325
115
$545K 0.21%
7,906
-222
116
$544K 0.21%
8,597
-10,469
117
$542K 0.21%
2,363
+6
118
$529K 0.2%
19,306
-633
119
$528K 0.2%
1,086
+82
120
$519K 0.2%
5,809
+449
121
$501K 0.19%
2,421
+2,394
122
$495K 0.19%
2,241
-142
123
$494K 0.19%
8,071
-405
124
$487K 0.19%
1,745
-110
125
$482K 0.19%
1,831
3 4
5
6 7