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
$97.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$5.36M
3
+$3.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.31M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.25M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 5.68%
2 Healthcare 5.42%
3 Energy 4.22%
4 Financials 4.03%
5 Utilities 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K ﹤0.01%
+6
252
$4K ﹤0.01%
+48
253
$4K ﹤0.01%
+90
254
$4K ﹤0.01%
+68
255
$4K ﹤0.01%
+57
256
$4K ﹤0.01%
+165
257
$4K ﹤0.01%
+375
258
$3K ﹤0.01%
+76
259
$3K ﹤0.01%
+20
260
$3K ﹤0.01%
+84
261
$3K ﹤0.01%
+62
262
$3K ﹤0.01%
+215
263
$3K ﹤0.01%
+70
264
$3K ﹤0.01%
+63
265
$3K ﹤0.01%
+21
266
$3K ﹤0.01%
+21
267
$2K ﹤0.01%
+20
268
$2K ﹤0.01%
+4
269
$2K ﹤0.01%
+22
270
$2K ﹤0.01%
+423
271
$2K ﹤0.01%
+14
272
$2K ﹤0.01%
+37
273
$2K ﹤0.01%
+36
274
$2K ﹤0.01%
+31
275
$2K ﹤0.01%
+32
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