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
176
$252K 0.11%
9,829
+4,281
177
$249K 0.11%
1,041
+903
178
$247K 0.11%
455
+222
179
$242K 0.1%
406
+27
180
$237K 0.1%
1,088
-8
181
$235K 0.1%
532
+100
182
$223K 0.09%
339
+46
183
$218K 0.09%
3,952
-163
184
$216K 0.09%
7,015
-5,193
185
$216K 0.09%
1,051
+49
186
$214K 0.09%
6,909
+41
187
$209K 0.09%
2,772
-61
188
$207K 0.09%
3,513
189
$204K 0.09%
761
+608
190
$203K 0.09%
16,160
-1,435
191
$202K 0.09%
10,329
-359
192
$201K 0.09%
4,077
-115
193
$201K 0.09%
1,891
+15
194
$198K 0.08%
1,998
+6
195
$196K 0.08%
4,541
-358
196
$195K 0.08%
792
+6
197
$195K 0.08%
2,119
-1
198
$190K 0.08%
1,038
+154
199
$188K 0.08%
2,838
-7
200
$187K 0.08%
627
-139
6 7
8
9 10