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
176
$284K 0.12%
5,498
-6,990
177
$282K 0.12%
4,464
+203
178
$279K 0.12%
3,986
-3,481
179
$279K 0.12%
2,192
-13
180
$266K 0.11%
2,833
+2,400
181
$250K 0.11%
1,096
-12
182
$249K 0.11%
+12,021
183
$244K 0.11%
1,992
+352
184
$242K 0.1%
+6,741
185
$234K 0.1%
17,595
-17,663
186
$232K 0.1%
4,115
-667
187
$229K 0.1%
786
+87
188
$223K 0.1%
4,192
-521
189
$220K 0.1%
1,113
+1,088
190
$218K 0.09%
+9,698
191
$217K 0.09%
379
+179
192
$215K 0.09%
294
+181
193
$214K 0.09%
4,899
-2,540
194
$208K 0.09%
432
+247
195
$200K 0.09%
10,688
-540
196
$200K 0.09%
3,513
197
$197K 0.09%
735
+60
198
$196K 0.08%
2,120
-478
199
$196K 0.08%
6,868
+692
200
$194K 0.08%
5,345
+312
6 7
8
9 10