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
526
$9.9K 0.01%
539
+53
527
$9.87K 0.01%
+300
528
$9.81K 0.01%
395
529
$9.79K 0.01%
760
530
$9.79K 0.01%
+134
531
$9.79K 0.01%
+450
532
$9.72K 0.01%
850
+70
533
$9.7K ﹤0.01%
900
+100
534
$9.7K ﹤0.01%
192
+14
535
$9.64K ﹤0.01%
+129
536
$9.64K ﹤0.01%
283
-84
537
$9.63K ﹤0.01%
686
+16
538
$9.62K ﹤0.01%
38
+3
539
$9.6K ﹤0.01%
+47
540
$9.59K ﹤0.01%
342
+33
541
$9.53K ﹤0.01%
153
+13
542
$9.49K ﹤0.01%
264
+22
543
$9.48K ﹤0.01%
388
544
$9.47K ﹤0.01%
1,600
545
$9.38K ﹤0.01%
65
+10
546
$9.36K ﹤0.01%
+209
547
$9.36K ﹤0.01%
86
+5
548
$9.31K ﹤0.01%
62
549
$9.31K ﹤0.01%
780
+100
550
$9.26K ﹤0.01%
272
+37
20 21
22
23 24