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
$235M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.71M
3
+$1.19M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.16M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$737K

Top Sells

1
+$2.01M
2
+$1.87M
3
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.1M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$866K

Sector Composition

1 Technology 12.19%
2 Financials 8.89%
3 Healthcare 7.84%
4 Consumer Staples 5.97%
5 Utilities 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$437K 0.19%
786
-23
127
$436K 0.19%
1,391
+8
128
$432K 0.18%
1,785
-96
129
$427K 0.18%
11,700
-1,439
130
$423K 0.18%
8,311
+70
131
$420K 0.18%
21,124
-1,847
132
$403K 0.17%
+9,464
133
$396K 0.17%
847
-42
134
$393K 0.17%
2,231
+86
135
$385K 0.16%
5,224
+168
136
$383K 0.16%
4,866
+272
137
$376K 0.16%
3,514
+653
138
$376K 0.16%
4,196
+25
139
$372K 0.16%
7,443
+1,067
140
$370K 0.16%
1,481
+37
141
$370K 0.16%
4,800
+368
142
$368K 0.16%
37,840
+1,186
143
$366K 0.16%
3,060
-353
144
$366K 0.16%
8,091
-409
145
$361K 0.15%
5,100
+292
146
$354K 0.15%
3,405
+177
147
$349K 0.15%
7,167
-56
148
$348K 0.15%
1,146
-47
149
$339K 0.14%
4,813
+421
150
$338K 0.14%
5,087
+183
4 5
6
7 8