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
151
$358K 0.14%
6,848
+278
152
$343K 0.13%
2,821
-84
153
$343K 0.13%
4,439
-61
154
$340K 0.13%
1,449
+225
155
$340K 0.13%
5,218
-172
156
$335K 0.13%
1,594
+404
157
$333K 0.13%
4,404
+2,433
158
$333K 0.13%
8,889
-729
159
$332K 0.13%
2,532
-569
160
$330K 0.13%
4,128
-64
161
$328K 0.13%
7,454
-9
162
$323K 0.12%
614
+51
163
$322K 0.12%
4,214
-51
164
$321K 0.12%
33,581
+45
165
$321K 0.12%
2,906
+746
166
$319K 0.12%
7,950
-679
167
$315K 0.12%
1,077
+23
168
$311K 0.12%
1,353
-85
169
$305K 0.12%
1,487
-1,519
170
$301K 0.12%
1,167
-61
171
$299K 0.12%
1,399
+212
172
$288K 0.11%
10,588
-667
173
$283K 0.11%
676
-61
174
$274K 0.11%
8,032
+2,778
175
$267K 0.1%
1,631
-122
5 6
7
8 9