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
526
$8.58K ﹤0.01%
950
527
$8.58K ﹤0.01%
55
+7
528
$8.56K ﹤0.01%
680
529
$8.51K ﹤0.01%
+670
530
$8.43K ﹤0.01%
214
+85
531
$8.39K ﹤0.01%
+140
532
$8.27K ﹤0.01%
+509
533
$8.21K ﹤0.01%
91
+29
534
$8.19K ﹤0.01%
17
-10
535
$8.14K ﹤0.01%
55
+18
536
$8.07K ﹤0.01%
128
-152
537
$8.06K ﹤0.01%
145
538
$8.01K ﹤0.01%
41
-1,536
539
$7.98K ﹤0.01%
420
-100
540
$7.87K ﹤0.01%
1,220
541
$7.82K ﹤0.01%
425
-50
542
$7.79K ﹤0.01%
330
-100
543
$7.78K ﹤0.01%
171
+85
544
$7.75K ﹤0.01%
727
+249
545
$7.67K ﹤0.01%
140
+52
546
$7.63K ﹤0.01%
+79
547
$7.6K ﹤0.01%
100
+52
548
$7.48K ﹤0.01%
190
549
$7.45K ﹤0.01%
40
+7
550
$7.32K ﹤0.01%
90
20 21
22
23 24