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
276
$38.2K 0.02%
212
+10
277
$37.9K 0.02%
468
+172
278
$37.6K 0.02%
181
+13
279
$37.4K 0.02%
559
+143
280
$37.3K 0.02%
292
-48
281
$36.9K 0.02%
310
+59
282
$36.8K 0.02%
+392
283
$36.7K 0.02%
908
-300
284
$36.3K 0.02%
1,600
+3
285
$36.2K 0.02%
363
-90
286
$36.2K 0.02%
722
-179
287
$35.9K 0.02%
226
-6,131
288
$35.4K 0.02%
320
+65
289
$35.2K 0.02%
397
290
$35K 0.02%
209
+34
291
$34.3K 0.02%
948
+698
292
$33.6K 0.02%
520
-116
293
$33.6K 0.02%
286
+14
294
$33.3K 0.02%
151
-683
295
$32.9K 0.02%
557
+85
296
$32.8K 0.02%
183
+51
297
$32.5K 0.02%
2,843
+58
298
$32.3K 0.02%
153
299
$31.5K 0.02%
878
+160
300
$31.5K 0.02%
+144
10 11
12
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