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
551
$7.32K ﹤0.01%
56
-22
552
$7.19K ﹤0.01%
318
+30
553
$7.15K ﹤0.01%
159
+66
554
$7.13K ﹤0.01%
+124
555
$7.12K ﹤0.01%
+94
556
$7.12K ﹤0.01%
+25
557
$7.11K ﹤0.01%
+6
558
$7.05K ﹤0.01%
34
559
$7.04K ﹤0.01%
45
560
$7.02K ﹤0.01%
+337
561
$7K ﹤0.01%
178
+58
562
$6.95K ﹤0.01%
+90
563
$6.94K ﹤0.01%
51
+19
564
$6.89K ﹤0.01%
58
+19
565
$6.87K ﹤0.01%
114
+40
566
$6.85K ﹤0.01%
300
+101
567
$6.81K ﹤0.01%
80
-76
568
$6.8K ﹤0.01%
550
-60
569
$6.79K ﹤0.01%
28
+9
570
$6.73K ﹤0.01%
39
-21
571
$6.72K ﹤0.01%
15
-7
572
$6.69K ﹤0.01%
+261
573
$6.69K ﹤0.01%
19
574
$6.62K ﹤0.01%
214
+70
575
$6.58K ﹤0.01%
174
+111
21 22
23
24 25