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
451
$11.8K 0.01%
840
+80
452
$11.6K 0.01%
460
+140
453
$11.5K 0.01%
181
+61
454
$11.5K 0.01%
59
+20
455
$11.5K 0.01%
375
456
$11.4K 0.01%
182
+77
457
$11.3K 0.01%
320
+30
458
$11.2K 0.01%
1,000
459
$11.2K 0.01%
77
+30
460
$11.2K 0.01%
60
+20
461
$11.2K 0.01%
177
+1
462
$11.1K 0.01%
238
+22
463
$11.1K 0.01%
8
464
$11.1K 0.01%
260
465
$11.1K 0.01%
+85
466
$11K 0.01%
78
-1,609
467
$11K 0.01%
1,150
468
$10.9K 0.01%
268
469
$10.7K 0.01%
+260
470
$10.6K 0.01%
267
-6
471
$10.5K 0.01%
388
472
$10.5K 0.01%
446
473
$10.5K 0.01%
710
+70
474
$10.5K 0.01%
1,050
475
$10.4K 0.01%
81
+25
17 18
19
20 21