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
126
$481K 0.19%
845
-48
127
$480K 0.19%
6,724
+1,672
128
$471K 0.18%
1,060
+224
129
$454K 0.17%
4,167
-244
130
$448K 0.17%
3,712
+1,745
131
$426K 0.16%
1,246
-195
132
$424K 0.16%
7,006
+4,718
133
$420K 0.16%
11,198
-6,703
134
$417K 0.16%
8,216
+256
135
$415K 0.16%
453
+47
136
$410K 0.16%
6,791
+3,658
137
$406K 0.16%
9,608
-334
138
$401K 0.15%
7,666
+350
139
$399K 0.15%
4,724
-152
140
$394K 0.15%
1,737
-55
141
$380K 0.15%
5,299
-177
142
$377K 0.15%
2,923
-115
143
$376K 0.15%
7,817
-457
144
$371K 0.14%
3,532
-771
145
$370K 0.14%
3,274
+14
146
$367K 0.14%
2,255
-208
147
$365K 0.14%
11,315
-625
148
$364K 0.14%
3,265
+1,377
149
$363K 0.14%
4,604
-226
150
$360K 0.14%
7,349
+15
4 5
6
7 8