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
26
$1.92M 0.98%
57,966
+4,721
27
$1.9M 0.97%
16,137
+363
28
$1.83M 0.93%
13,905
-3,214
29
$1.83M 0.93%
121,835
-46,663
30
$1.83M 0.93%
14,898
+140
31
$1.75M 0.89%
18,986
+103
32
$1.74M 0.89%
+17,290
33
$1.7M 0.87%
38,142
+3,471
34
$1.7M 0.86%
25,855
-745
35
$1.64M 0.83%
90,575
+13,991
36
$1.56M 0.8%
64,280
+66
37
$1.54M 0.79%
27,559
+328
38
$1.54M 0.78%
20,424
+249
39
$1.51M 0.77%
145,342
+1,125
40
$1.5M 0.77%
43,734
+24
41
$1.5M 0.77%
10,707
-7
42
$1.5M 0.76%
19,136
+2,161
43
$1.5M 0.76%
19,968
+2,148
44
$1.49M 0.76%
8,711
+5,355
45
$1.47M 0.75%
27,493
-73
46
$1.42M 0.73%
28,836
+25
47
$1.42M 0.72%
9,105
+1,498
48
$1.38M 0.7%
15,984
-4,003
49
$1.32M 0.67%
9,059
+852
50
$1.31M 0.67%
26,710
+1,647
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