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
551
$9.22K ﹤0.01%
+61
552
$9.21K ﹤0.01%
+47
553
$9.13K ﹤0.01%
+51
554
$9.12K ﹤0.01%
750
+200
555
$9.1K ﹤0.01%
63
556
$9.09K ﹤0.01%
1,050
-100
557
$9.06K ﹤0.01%
126
+32
558
$9.06K ﹤0.01%
336
559
$8.98K ﹤0.01%
114
560
$8.96K ﹤0.01%
+113
561
$8.92K ﹤0.01%
520
+100
562
$8.88K ﹤0.01%
690
-170
563
$8.87K ﹤0.01%
600
564
$8.84K ﹤0.01%
750
565
$8.82K ﹤0.01%
725
566
$8.78K ﹤0.01%
1,145
567
$8.78K ﹤0.01%
152
+12
568
$8.78K ﹤0.01%
50
+11
569
$8.76K ﹤0.01%
+425
570
$8.75K ﹤0.01%
234
+20
571
$8.72K ﹤0.01%
389
572
$8.69K ﹤0.01%
63
+13
573
$8.66K ﹤0.01%
+53
574
$8.65K ﹤0.01%
56
575
$8.57K ﹤0.01%
+204
21 22
23
24 25