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
501
$9.45K ﹤0.01%
169
+47
502
$9.38K ﹤0.01%
1,145
503
$9.32K ﹤0.01%
35
-15
504
$9.31K ﹤0.01%
+750
505
$9.28K ﹤0.01%
600
506
$9.27K ﹤0.01%
1,800
507
$9.25K ﹤0.01%
235
+125
508
$9.11K ﹤0.01%
50
+17
509
$9.07K ﹤0.01%
178
+2
510
$9.03K ﹤0.01%
+460
511
$8.95K ﹤0.01%
+336
512
$8.9K ﹤0.01%
123
-3
513
$8.88K ﹤0.01%
389
514
$8.88K ﹤0.01%
+500
515
$8.87K ﹤0.01%
355
+161
516
$8.78K ﹤0.01%
+800
517
$8.73K ﹤0.01%
12
-6
518
$8.71K ﹤0.01%
780
519
$8.7K ﹤0.01%
516
+213
520
$8.68K ﹤0.01%
231
521
$8.66K ﹤0.01%
165
+42
522
$8.63K ﹤0.01%
640
523
$8.6K ﹤0.01%
+52
524
$8.6K ﹤0.01%
+134
525
$8.58K ﹤0.01%
+62
19 20
21
22 23