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
126
$433K 0.19%
1,383
+101
127
$424K 0.18%
9,721
+1,542
128
$421K 0.18%
22,971
-2,139
129
$418K 0.18%
8,241
-1,324
130
$417K 0.18%
1,300
+203
131
$415K 0.18%
12,688
+12,579
132
$413K 0.18%
1,193
-154
133
$408K 0.18%
809
+187
134
$407K 0.18%
3,413
-54
135
$406K 0.18%
6,747
-9,765
136
$404K 0.17%
889
-3
137
$403K 0.17%
1,578
+134
138
$400K 0.17%
4,594
-13,864
139
$395K 0.17%
2,471
-186
140
$393K 0.17%
+8,848
141
$392K 0.17%
8,500
+1,901
142
$376K 0.16%
12,208
-2,065
143
$375K 0.16%
492
+138
144
$367K 0.16%
3,228
-206
145
$364K 0.16%
6,376
+912
146
$361K 0.16%
1,444
+83
147
$360K 0.16%
12,773
-21,738
148
$355K 0.15%
7,223
-265
149
$355K 0.15%
3,129
-168
150
$350K 0.15%
2,145
+1,064
4 5
6
7 8