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
251
$45.9K 0.02%
1,013
+6
252
$45.8K 0.02%
580
+107
253
$45.4K 0.02%
1,837
+365
254
$45.3K 0.02%
345
+96
255
$45.3K 0.02%
374
+29
256
$45.1K 0.02%
1,380
+200
257
$44.4K 0.02%
102
-73
258
$44.3K 0.02%
133
+16
259
$44.1K 0.02%
1,635
-12
260
$43.9K 0.02%
+979
261
$43.7K 0.02%
+657
262
$43K 0.02%
172
+14
263
$42.9K 0.02%
813
-21
264
$42.9K 0.02%
1,027
265
$42.9K 0.02%
2,788
+84
266
$42.6K 0.02%
905
-48
267
$41.4K 0.02%
918
+831
268
$41.3K 0.02%
645
+210
269
$41.1K 0.02%
+337
270
$40.7K 0.02%
4,021
+568
271
$40.6K 0.02%
281
-50
272
$40.5K 0.02%
429
+64
273
$39K 0.02%
1,854
-9
274
$38.8K 0.02%
495
+3
275
$38.8K 0.02%
+199
9 10
11
12 13