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
401
$18.1K 0.01%
492
+46
402
$18.1K 0.01%
245
+37
403
$17.8K 0.01%
161
-324
404
$17.7K 0.01%
128
+23
405
$17.7K 0.01%
184
+42
406
$17.7K 0.01%
432
+12
407
$17.2K 0.01%
279
+4
408
$17.2K 0.01%
1,160
409
$17.1K 0.01%
518
+93
410
$17K 0.01%
103
+34
411
$16.6K 0.01%
+529
412
$16.5K 0.01%
220
-537
413
$16.3K 0.01%
171
+30
414
$16.1K 0.01%
250
415
$16K 0.01%
689
416
$15.9K 0.01%
2,357
417
$15.8K 0.01%
844
+4
418
$15.6K 0.01%
+54
419
$15.5K 0.01%
+279
420
$15.5K 0.01%
256
+2
421
$15.4K 0.01%
134
+125
422
$15.4K 0.01%
301
-57
423
$14.8K 0.01%
301
+19
424
$14.4K 0.01%
106
+7
425
$14.3K 0.01%
35
15 16
17
18 19