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
626
$6.77K ﹤0.01%
108
+8
627
$6.7K ﹤0.01%
+169
628
$6.68K ﹤0.01%
621
-32,927
629
$6.66K ﹤0.01%
71
+24
630
$6.63K ﹤0.01%
74
+8
631
$6.6K ﹤0.01%
53
+6
632
$6.59K ﹤0.01%
+600
633
$6.58K ﹤0.01%
8
634
$6.58K ﹤0.01%
146
+20
635
$6.55K ﹤0.01%
243
+65
636
$6.5K ﹤0.01%
+199
637
$6.46K ﹤0.01%
+218
638
$6.42K ﹤0.01%
25
639
$6.38K ﹤0.01%
+152
640
$6.37K ﹤0.01%
190
641
$6.37K ﹤0.01%
+113
642
$6.35K ﹤0.01%
+78
643
$6.35K ﹤0.01%
138
+14
644
$6.31K ﹤0.01%
23
645
$6.3K ﹤0.01%
+71
646
$6.26K ﹤0.01%
199
647
$6.22K ﹤0.01%
330
+61
648
$6.18K ﹤0.01%
153
-5,801
649
$6.17K ﹤0.01%
34
+5
650
$6.05K ﹤0.01%
54
24 25
26
27 28