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
126
$456K 0.21%
1,671
-160
127
$453K 0.21%
6,656
-68
128
$452K 0.2%
6,786
+1,568
129
$446K 0.2%
3,662
-50
130
$415K 0.19%
9,953
-3,144
131
$415K 0.19%
8,187
-29
132
$413K 0.19%
4,015
-152
133
$397K 0.18%
1,934
+860
134
$397K 0.18%
2,485
+854
135
$394K 0.18%
7,740
-77
136
$384K 0.17%
11,222
+10,992
137
$375K 0.17%
7,682
+333
138
$370K 0.17%
1,617
-120
139
$363K 0.16%
2,474
-449
140
$360K 0.16%
4,601
+162
141
$357K 0.16%
3,911
-2,593
142
$352K 0.16%
13,350
+4,042
143
$351K 0.16%
2,648
-626
144
$348K 0.16%
9,439
-1,759
145
$347K 0.16%
8,863
-745
146
$346K 0.16%
3,848
-280
147
$345K 0.16%
7,626
+172
148
$340K 0.15%
2,388
-144
149
$335K 0.15%
9,785
+1,753
150
$327K 0.15%
8,964
+75
4 5
6
7 8