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
201
$193K 0.08%
1,002
+75
202
$192K 0.08%
5,969
+5,912
203
$190K 0.08%
293
+164
204
$189K 0.08%
+1,876
205
$188K 0.08%
8,102
+7,885
206
$187K 0.08%
1,034
+482
207
$184K 0.08%
4,500
208
$183K 0.08%
2,845
-4,391
209
$181K 0.08%
4,582
+4,578
210
$178K 0.08%
4,098
-350
211
$175K 0.08%
4,076
+1,196
212
$172K 0.07%
7,036
-1,060
213
$171K 0.07%
3,750
-133
214
$168K 0.07%
2,300
215
$166K 0.07%
12,395
+100
216
$159K 0.07%
510
+54
217
$158K 0.07%
+4,546
218
$158K 0.07%
2,182
-70
219
$157K 0.07%
2,081
-71
220
$152K 0.07%
834
+813
221
$143K 0.06%
+5,548
222
$142K 0.06%
+3,001
223
$135K 0.06%
884
-141
224
$133K 0.06%
645
+141
225
$133K 0.06%
7,288
+5,034
7 8
9
10 11