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
101
$602K 0.27%
62,064
-4
102
$599K 0.27%
4,266
-53
103
$592K 0.27%
10,752
-3,540
104
$583K 0.26%
2,168
-155
105
$570K 0.26%
14,091
+13,853
106
$568K 0.26%
9,505
-2,773
107
$565K 0.26%
6,300
-6,614
108
$558K 0.25%
1,785
-1,858
109
$549K 0.25%
20,135
+19,010
110
$549K 0.25%
8,105
+34
111
$547K 0.25%
2,199
-7,097
112
$541K 0.24%
4,842
-480
113
$532K 0.24%
2,543
+949
114
$525K 0.24%
1,970
-271
115
$519K 0.23%
3,710
-2,933
116
$517K 0.23%
1,926
-441
117
$510K 0.23%
757
-88
118
$506K 0.23%
17,739
-1,567
119
$505K 0.23%
12,192
-5,888
120
$501K 0.23%
7,616
-290
121
$496K 0.22%
4,919
-890
122
$491K 0.22%
2,427
+6
123
$485K 0.22%
8,615
+18
124
$482K 0.22%
6,616
-175
125
$480K 0.22%
1,771
+1,706
3 4
5
6 7