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
476
$10.4K 0.01%
33
+12
477
$10.4K 0.01%
1,600
478
$10.3K 0.01%
1,100
-300
479
$10.3K 0.01%
13
-3
480
$10.2K 0.01%
+395
481
$10.2K 0.01%
400
-79
482
$10.1K 0.01%
850
+100
483
$10.1K 0.01%
73
+32
484
$10K 0.01%
1,200
485
$9.97K 0.01%
800
486
$9.87K ﹤0.01%
314
-100
487
$9.86K ﹤0.01%
735
+75
488
$9.84K ﹤0.01%
486
+210
489
$9.79K ﹤0.01%
760
490
$9.77K ﹤0.01%
520
+50
491
$9.7K ﹤0.01%
62
492
$9.68K ﹤0.01%
309
+117
493
$9.66K ﹤0.01%
1,225
+125
494
$9.62K ﹤0.01%
850
-273
495
$9.59K ﹤0.01%
850
+125
496
$9.57K ﹤0.01%
+330
497
$9.55K ﹤0.01%
63
-79
498
$9.51K ﹤0.01%
725
499
$9.47K ﹤0.01%
640
+80
500
$9.46K ﹤0.01%
114
-158
18 19
20
21 22