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
1
$9.83M 3.79%
387,514
+29,101
2
$9.3M 3.58%
15,863
-839
3
$7.6M 2.93%
30,362
+2,425
4
$6.18M 2.38%
115,584
+1,128
5
$5.5M 2.12%
13,042
+585
6
$5.11M 1.97%
133,119
-7,230
7
$4.93M 1.9%
36,720
+3,784
8
$4.86M 1.87%
8,253
-4,077
9
$4.42M 1.7%
48,339
+24,427
10
$4.3M 1.66%
45,032
+27,331
11
$3.63M 1.4%
16,555
+862
12
$3.29M 1.27%
17,368
+498
13
$2.79M 1.07%
30,183
-3,014
14
$2.72M 1.05%
11,235
+4,504
15
$2.69M 1.04%
25,052
+6,407
16
$2.61M 1%
14,660
+2,608
17
$2.59M 1%
64,737
-1,178
18
$2.55M 0.98%
74,602
+6,746
19
$2.45M 0.94%
20,320
-2,686
20
$2.41M 0.93%
10,375
-3,888
21
$2.29M 0.88%
3,905
+157
22
$2.26M 0.87%
9,414
-344
23
$2.25M 0.87%
90,140
-74,025
24
$2.23M 0.86%
39,439
-3,041
25
$2.17M 0.84%
45,385
-1,052
1
2 3 4 5