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
501
$10.7K 0.01%
265
+99
502
$10.7K 0.01%
+35
503
$10.6K 0.01%
1,050
+200
504
$10.6K 0.01%
1,050
+200
505
$10.6K 0.01%
81
+19
506
$10.5K 0.01%
640
507
$10.3K 0.01%
700
+340
508
$10.3K 0.01%
83
+5
509
$10.3K 0.01%
1,228
+63
510
$10.2K 0.01%
200
+32
511
$10.2K 0.01%
271
+3
512
$10.2K 0.01%
1,050
513
$10.2K 0.01%
735
514
$10.1K 0.01%
520
515
$10.1K 0.01%
533
-135
516
$10.1K 0.01%
111
+20
517
$10.1K 0.01%
1,225
518
$10K 0.01%
446
519
$10K 0.01%
+1,003
520
$10K 0.01%
+106
521
$10K 0.01%
1,405
+405
522
$10K 0.01%
+782
523
$9.99K 0.01%
+105
524
$9.95K 0.01%
+99
525
$9.93K 0.01%
20
+5
19 20
21
22 23