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
576
$6.56K ﹤0.01%
47
+15
577
$6.56K ﹤0.01%
+231
578
$6.55K ﹤0.01%
412
-296
579
$6.55K ﹤0.01%
+168
580
$6.54K ﹤0.01%
205
+77
581
$6.53K ﹤0.01%
290
+123
582
$6.5K ﹤0.01%
325
-125
583
$6.5K ﹤0.01%
+627
584
$6.49K ﹤0.01%
59
+25
585
$6.45K ﹤0.01%
460
-260
586
$6.44K ﹤0.01%
+242
587
$6.41K ﹤0.01%
+50
588
$6.4K ﹤0.01%
+354
589
$6.39K ﹤0.01%
+199
590
$6.39K ﹤0.01%
690
+30
591
$6.38K ﹤0.01%
151
+57
592
$6.37K ﹤0.01%
1,000
593
$6.35K ﹤0.01%
166
+15
594
$6.34K ﹤0.01%
+51
595
$6.32K ﹤0.01%
226
+77
596
$6.31K ﹤0.01%
33
+9
597
$6.29K ﹤0.01%
+279
598
$6.2K ﹤0.01%
+80
599
$6.2K ﹤0.01%
+157
600
$6.16K ﹤0.01%
+180
22 23
24
25 26