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
$97.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$5.36M
3
+$3.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.31M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.25M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 5.68%
2 Healthcare 5.42%
3 Energy 4.22%
4 Financials 4.03%
5 Utilities 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$596K 0.61%
+10,801
52
$564K 0.58%
+11,211
53
$535K 0.55%
+4,926
54
$525K 0.54%
+7,271
55
$519K 0.53%
+13,731
56
$511K 0.52%
+13,574
57
$503K 0.52%
+550
58
$496K 0.51%
+15,320
59
$493K 0.51%
+7,907
60
$482K 0.49%
+10,348
61
$478K 0.49%
+15,910
62
$454K 0.47%
+18,224
63
$397K 0.41%
+2,740
64
$374K 0.38%
+5,119
65
$372K 0.38%
+7,781
66
$372K 0.38%
+2,506
67
$370K 0.38%
+1,029
68
$358K 0.37%
+7,572
69
$357K 0.37%
+2,067
70
$348K 0.36%
+2,033
71
$335K 0.34%
+3,241
72
$335K 0.34%
+4,177
73
$320K 0.33%
+20,165
74
$300K 0.31%
+13,741
75
$292K 0.3%
+5,680
1 2
3
4 5