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
201
$193K 0.07%
487
+133
202
$193K 0.07%
4,586
+30
203
$192K 0.07%
3,528
-97
204
$191K 0.07%
9,404
-373
205
$189K 0.07%
3,365
-48
206
$186K 0.07%
6,657
+68
207
$182K 0.07%
3,921
+16
208
$174K 0.07%
5,732
-50
209
$174K 0.07%
+6,656
210
$172K 0.07%
3,783
-60
211
$169K 0.07%
1,860
-306
212
$166K 0.06%
318
+24
213
$166K 0.06%
4,079
+4,023
214
$163K 0.06%
491
-15
215
$160K 0.06%
6,954
+189
216
$159K 0.06%
675
217
$158K 0.06%
2,116
-6
218
$157K 0.06%
12,495
219
$155K 0.06%
2,261
+21
220
$154K 0.06%
3,510
-33
221
$153K 0.06%
1,396
+198
222
$151K 0.06%
431
-614
223
$148K 0.06%
4,338
224
$147K 0.06%
1,554
+604
225
$142K 0.05%
526
+84
7 8
9
10 11