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
$97.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$5.36M
3
+$3.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.31M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.25M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 5.68%
2 Healthcare 5.42%
3 Energy 4.22%
4 Financials 4.03%
5 Utilities 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 1.05%
+22,495
27
$1.03M 1.05%
+11,224
28
$1M 1.03%
+9,134
29
$992K 1.02%
+18,746
30
$959K 0.98%
+24,551
31
$950K 0.97%
+5,999
32
$923K 0.95%
+16,544
33
$921K 0.94%
+34,523
34
$908K 0.93%
+15,533
35
$885K 0.91%
+10,935
36
$879K 0.9%
+15,020
37
$787K 0.81%
+12,412
38
$782K 0.8%
+42,098
39
$777K 0.8%
+52,012
40
$769K 0.79%
+9,785
41
$766K 0.79%
+8,801
42
$762K 0.78%
+19,159
43
$752K 0.77%
+14,134
44
$725K 0.74%
+6,774
45
$677K 0.69%
+4,023
46
$660K 0.68%
+4,053
47
$643K 0.66%
+13,555
48
$619K 0.63%
+4,736
49
$610K 0.63%
+12,735
50
$607K 0.62%
+8,130
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