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
676
$4.06K ﹤0.01%
200
677
$4.04K ﹤0.01%
28
-354
678
$4.02K ﹤0.01%
70
679
$4.02K ﹤0.01%
+120
680
$3.99K ﹤0.01%
81
+25
681
$3.96K ﹤0.01%
209
+2
682
$3.94K ﹤0.01%
31
683
$3.94K ﹤0.01%
47
684
$3.91K ﹤0.01%
19
685
$3.89K ﹤0.01%
50
686
$3.87K ﹤0.01%
85
-101
687
$3.87K ﹤0.01%
61
+20
688
$3.84K ﹤0.01%
89
689
$3.58K ﹤0.01%
375
690
$3.55K ﹤0.01%
263
+7
691
$3.41K ﹤0.01%
31
692
$3.41K ﹤0.01%
95
-105
693
$3.39K ﹤0.01%
23
-29
694
$3.35K ﹤0.01%
15
+4
695
$3.34K ﹤0.01%
24
696
$3.3K ﹤0.01%
132
697
$3.22K ﹤0.01%
8
-55
698
$3.22K ﹤0.01%
49
-299
699
$3.19K ﹤0.01%
21
700
$3.18K ﹤0.01%
55
26 27
28
29 30