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
176
$259K 0.1%
3,679
-86
177
$251K 0.1%
3,080
+1,623
178
$251K 0.1%
2,750
-99
179
$248K 0.1%
1,074
+616
180
$247K 0.1%
393
+28
181
$246K 0.09%
4,125
-405
182
$245K 0.09%
1,753
-121
183
$241K 0.09%
9,308
+62
184
$231K 0.09%
1,919
+13
185
$224K 0.09%
3,513
186
$224K 0.09%
2,442
-537
187
$223K 0.09%
2,922
-114
188
$221K 0.09%
6,981
-617
189
$218K 0.08%
963
+945
190
$213K 0.08%
2,422
191
$212K 0.08%
881
-79
192
$210K 0.08%
411
-6,591
193
$207K 0.08%
456
+52
194
$206K 0.08%
+4,036
195
$206K 0.08%
558
+100
196
$205K 0.08%
810
+57
197
$203K 0.08%
454
+76
198
$199K 0.08%
1,091
+417
199
$199K 0.08%
431
+332
200
$199K 0.08%
1,044
-2
6 7
8
9 10