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
701
$3.18K ﹤0.01%
40
-46
702
$3.14K ﹤0.01%
15
-18
703
$3.12K ﹤0.01%
76
704
$3.1K ﹤0.01%
55
-600
705
$3.07K ﹤0.01%
+191
706
$3.01K ﹤0.01%
220
707
$2.97K ﹤0.01%
52
-88
708
$2.96K ﹤0.01%
75
709
$2.96K ﹤0.01%
87
710
$2.95K ﹤0.01%
72
711
$2.92K ﹤0.01%
+1,271
712
$2.9K ﹤0.01%
39
-403
713
$2.85K ﹤0.01%
+106
714
$2.79K ﹤0.01%
82
+1
715
$2.76K ﹤0.01%
26
716
$2.74K ﹤0.01%
+30
717
$2.74K ﹤0.01%
+564
718
$2.59K ﹤0.01%
26
-1
719
$2.47K ﹤0.01%
35
720
$2.42K ﹤0.01%
41
721
$2.41K ﹤0.01%
23
722
$2.4K ﹤0.01%
+80
723
$2.37K ﹤0.01%
79
724
$2.37K ﹤0.01%
+200
725
$2.3K ﹤0.01%
15
-19
27 28
29
30 31