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
376
$21.3K 0.01%
179
+1
377
$21.2K 0.01%
115
+11
378
$21.1K 0.01%
182
-2,517
379
$20.9K 0.01%
61
+10
380
$20.8K 0.01%
178
+34
381
$20.8K 0.01%
190
+44
382
$20.8K 0.01%
+297
383
$20.7K 0.01%
901
+67
384
$20.7K 0.01%
1,230
+152
385
$20.6K 0.01%
818
+214
386
$20.5K 0.01%
753
+135
387
$20.3K 0.01%
258
+2
388
$20.2K 0.01%
238
+58
389
$20.1K 0.01%
249
+2
390
$20.1K 0.01%
59
+5
391
$20.1K 0.01%
1,513
+1,017
392
$20.1K 0.01%
138
+95
393
$19.9K 0.01%
102
+1
394
$19.3K 0.01%
576
395
$19.1K 0.01%
817
+2
396
$18.9K 0.01%
+96
397
$18.8K 0.01%
251
+51
398
$18.6K 0.01%
84
-392
399
$18.5K 0.01%
165
-24
400
$18.3K 0.01%
+100
14 15
16
17 18