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
$201M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.7M
3
+$1.3M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.26M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$940K

Top Sells

1
+$1.46M
2
+$1.01M
3
+$975K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$953K
5
DLR icon
Digital Realty Trust
DLR
+$911K

Sector Composition

1 Healthcare 9.19%
2 Financials 8.26%
3 Consumer Staples 8.07%
4 Energy 7.38%
5 Utilities 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63.2K 0.03%
634
-119
227
$61.8K 0.03%
2,820
+10
228
$61.7K 0.03%
1,121
-3
229
$60.6K 0.03%
292
+42
230
$58.1K 0.03%
1,320
+50
231
$57.5K 0.03%
379
+66
232
$57.1K 0.03%
1,221
+149
233
$55.8K 0.03%
780
234
$55.8K 0.03%
225
235
$54.9K 0.03%
+267
236
$53.8K 0.03%
327
+61
237
$53K 0.03%
2,762
238
$52.2K 0.03%
313
+61
239
$51.7K 0.03%
157
+84
240
$51.6K 0.03%
1,030
+18
241
$51.6K 0.03%
3,061
-69
242
$50.8K 0.03%
472
243
$50.6K 0.03%
+492
244
$50.6K 0.03%
851
-872
245
$50K 0.02%
107
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246
$48K 0.02%
59
+8
247
$47.9K 0.02%
255
-3
248
$47.6K 0.02%
387
+164
249
$46.2K 0.02%
835
-1
250
$46K 0.02%
320
8 9
10
11 12