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
626
$5.47K ﹤0.01%
88
+29
627
$5.47K ﹤0.01%
+269
628
$5.44K ﹤0.01%
49
-217
629
$5.43K ﹤0.01%
+56
630
$5.38K ﹤0.01%
+285
631
$5.34K ﹤0.01%
+94
632
$5.32K ﹤0.01%
153
633
$5.27K ﹤0.01%
41
+15
634
$5.27K ﹤0.01%
62
-72
635
$5.27K ﹤0.01%
+1,354
636
$5.23K ﹤0.01%
+360
637
$5.18K ﹤0.01%
48
-7,100
638
$5.14K ﹤0.01%
24
+11
639
$5.09K ﹤0.01%
406
640
$5.06K ﹤0.01%
+58
641
$5.05K ﹤0.01%
+76
642
$5.05K ﹤0.01%
50
643
$5.01K ﹤0.01%
36
-157
644
$4.96K ﹤0.01%
100
645
$4.96K ﹤0.01%
54
+20
646
$4.95K ﹤0.01%
53
+17
647
$4.81K ﹤0.01%
231
648
$4.8K ﹤0.01%
45
-202
649
$4.78K ﹤0.01%
30
+13
650
$4.77K ﹤0.01%
+174
24 25
26
27 28