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
$196M
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.74M
3
+$1.28M
4
GLD icon
SPDR Gold Trust
GLD
+$918K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$904K

Top Sells

1
+$3.4M
2
+$1.83M
3
+$1.3M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.27M
5
WBA
Walgreens Boots Alliance
WBA
+$926K

Sector Composition

1 Healthcare 8.77%
2 Financials 8.56%
3 Energy 8.16%
4 Consumer Staples 7.74%
5 Utilities 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$19.5K 0.01%
239
-10
402
$19.5K 0.01%
+213
403
$19.4K 0.01%
261
+13
404
$19.4K 0.01%
+487
405
$19.2K 0.01%
+454
406
$19.1K 0.01%
+205
407
$19K 0.01%
248
+213
408
$18.6K 0.01%
131
-155
409
$18.5K 0.01%
106
+4
410
$18.2K 0.01%
532
+3
411
$18.1K 0.01%
689
-203
412
$17.9K 0.01%
283
+4
413
$17.9K 0.01%
689
414
$17.7K 0.01%
+545
415
$17.6K 0.01%
742
+252
416
$17.6K 0.01%
280
+30
417
$17.6K 0.01%
1,160
418
$17.5K 0.01%
+246
419
$17.4K 0.01%
210
+66
420
$17.2K 0.01%
+115
421
$17.1K 0.01%
375
-638
422
$17.1K 0.01%
125
+40
423
$17.1K 0.01%
544
+22
424
$17K 0.01%
59
+12
425
$17K 0.01%
505
+185
15 16
17
18 19