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
351
$24.6K 0.01%
323
+65
352
$24.5K 0.01%
159
+131
353
$24.4K 0.01%
118
+10
354
$24.3K 0.01%
80
+6
355
$24.3K 0.01%
385
+68
356
$24.3K 0.01%
201
+50
357
$23.8K 0.01%
145
+31
358
$23.7K 0.01%
342
+68
359
$23.6K 0.01%
248
+55
360
$23.5K 0.01%
550
+450
361
$23.5K 0.01%
51
-7
362
$23.4K 0.01%
57
+5
363
$23.1K 0.01%
207
+33
364
$23K 0.01%
+1,982
365
$23K 0.01%
575
-1
366
$22.9K 0.01%
165
-5
367
$22.8K 0.01%
65
+6
368
$22.7K 0.01%
199
+15
369
$22.7K 0.01%
+522
370
$22.1K 0.01%
1,384
+21
371
$22.1K 0.01%
+124
372
$22K 0.01%
68
+19
373
$21.9K 0.01%
1,930
+102
374
$21.6K 0.01%
286
+61
375
$21.4K 0.01%
75
+47
13 14
15
16 17