RCM

Raleigh Capital Management Portfolio holdings

AUM $276M
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$6.81M
2 +$5.21M
3 +$3.56M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.15M

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
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