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
301
$31.2K 0.02%
368
+199
302
$31.1K 0.02%
475
+221
303
$30.6K 0.02%
+80
304
$30.5K 0.02%
+80
305
$30.4K 0.02%
+1,138
306
$30.3K 0.02%
+292
307
$30.2K 0.02%
105
+17
308
$30.2K 0.02%
704
-29
309
$30.2K 0.02%
+134
310
$30.1K 0.02%
435
-6,284
311
$29.9K 0.01%
90
+22
312
$29.9K 0.01%
+242
313
$29.9K 0.01%
12
+3
314
$29.9K 0.01%
509
-48
315
$29.8K 0.01%
79
+17
316
$29.7K 0.01%
194
+18
317
$29.4K 0.01%
128
+40
318
$28.9K 0.01%
1,165
319
$28.8K 0.01%
400
+38
320
$28.8K 0.01%
172
+29
321
$28.7K 0.01%
55
-24
322
$28.5K 0.01%
57
-8
323
$28.3K 0.01%
632
+1
324
$28.2K 0.01%
635
+145
325
$28.1K 0.01%
651
+260
11 12
13
14 15