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
426
$14.1K 0.01%
97
+36
427
$14K 0.01%
667
+13
428
$13.9K 0.01%
42
+3
429
$13.8K 0.01%
351
+7
430
$13.7K 0.01%
120
+9
431
$13.6K 0.01%
700
432
$13.4K 0.01%
473
-4,396
433
$13.4K 0.01%
365
+107
434
$13.3K 0.01%
47
-9
435
$13.2K 0.01%
973
-39,576
436
$13.2K 0.01%
427
-31
437
$13.1K 0.01%
10
+1
438
$13.1K 0.01%
1,700
+280
439
$13K 0.01%
144
+28
440
$12.8K 0.01%
668
+16
441
$12.5K 0.01%
119
442
$12.4K 0.01%
1,325
+125
443
$12.4K 0.01%
367
444
$12.3K 0.01%
400
445
$12.2K 0.01%
1,000
-100
446
$12.1K 0.01%
490
+166
447
$12.1K 0.01%
37
+14
448
$12.1K 0.01%
342
+4
449
$11.9K 0.01%
860
450
$11.8K 0.01%
67
+5
16 17
18
19 20