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
$221M
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.02M
3
+$1.91M
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$1.72M
5
CERY
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
+$1.44M

Top Sells

1
+$3.7M
2
+$3.53M
3
+$3.29M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.79M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.93M

Sector Composition

1 Healthcare 9.53%
2 Financials 9.04%
3 Technology 8.88%
4 Energy 5.85%
5 Utilities 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$183K 0.08%
419
-12
202
$176K 0.08%
2,304
+188
203
$174K 0.08%
2,468
+207
204
$173K 0.08%
8,536
-868
205
$172K 0.08%
1,782
+228
206
$171K 0.08%
1,640
-220
207
$169K 0.08%
4,037
-42
208
$162K 0.07%
1,565
+1,529
209
$161K 0.07%
1,243
-153
210
$158K 0.07%
789
+414
211
$153K 0.07%
3,028
-1,008
212
$151K 0.07%
+1,574
213
$145K 0.07%
1,541
-901
214
$145K 0.07%
11,345
-1,150
215
$143K 0.06%
2,419
+1,151
216
$142K 0.06%
1,029
+565
217
$140K 0.06%
+566
218
$134K 0.06%
3,274
+335
219
$134K 0.06%
1,537
-23
220
$129K 0.06%
3,155
-355
221
$128K 0.06%
12,796
-1,373
222
$125K 0.06%
2,916
+2,911
223
$124K 0.06%
5,894
+1,377
224
$123K 0.06%
248
-70
225
$121K 0.06%
1,154
+1,129
7 8
9
10 11