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
201
$185K 0.08%
1,171
+58
202
$184K 0.08%
2,300
203
$181K 0.08%
589
+79
204
$180K 0.08%
4,699
+117
205
$180K 0.08%
4,526
+26
206
$177K 0.08%
745
+10
207
$176K 0.07%
560
+310
208
$173K 0.07%
7,119
+83
209
$171K 0.07%
867
+33
210
$169K 0.07%
3,731
-19
211
$168K 0.07%
524
+201
212
$165K 0.07%
3,927
-171
213
$162K 0.07%
1,852
+848
214
$159K 0.07%
981
-53
215
$157K 0.07%
12,495
+100
216
$155K 0.07%
2,072
-9
217
$155K 0.07%
4,294
-1,051
218
$153K 0.07%
2,177
-5
219
$151K 0.06%
4,536
-10
220
$147K 0.06%
696
+51
221
$146K 0.06%
399
+252
222
$145K 0.06%
675
223
$142K 0.06%
3,012
+11
224
$141K 0.06%
1,277
+682
225
$137K 0.06%
418
+87
7 8
9
10 11