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
601
$6.14K ﹤0.01%
+89
602
$6.13K ﹤0.01%
85
+22
603
$6.13K ﹤0.01%
+23
604
$6.06K ﹤0.01%
95
+50
605
$6.04K ﹤0.01%
351
+124
606
$5.94K ﹤0.01%
750
-250
607
$5.92K ﹤0.01%
54
608
$5.92K ﹤0.01%
+99
609
$5.87K ﹤0.01%
29
+8
610
$5.86K ﹤0.01%
53
+1
611
$5.84K ﹤0.01%
12
612
$5.77K ﹤0.01%
86
613
$5.77K ﹤0.01%
750
614
$5.75K ﹤0.01%
+175
615
$5.75K ﹤0.01%
8
616
$5.74K ﹤0.01%
350
+124
617
$5.7K ﹤0.01%
82
-2,072
618
$5.7K ﹤0.01%
456
+149
619
$5.66K ﹤0.01%
+121
620
$5.63K ﹤0.01%
60
621
$5.62K ﹤0.01%
+66
622
$5.51K ﹤0.01%
77
+62
623
$5.5K ﹤0.01%
336
+99
624
$5.5K ﹤0.01%
400
-260
625
$5.48K ﹤0.01%
630
23 24
25
26 27