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
51
$1.27M 0.65%
40,553
+266
52
$1.26M 0.64%
12,244
-2,111
53
$1.24M 0.63%
26,908
+6,210
54
$1.24M 0.63%
23,108
-12,435
55
$1.23M 0.63%
42,958
+741
56
$1.22M 0.62%
13,040
-2,265
57
$1.22M 0.62%
8,426
+339
58
$1.18M 0.6%
9,814
+176
59
$1.17M 0.6%
7,527
+1,593
60
$1.1M 0.56%
4,018
+1,033
61
$1.08M 0.55%
20,253
+807
62
$1.01M 0.52%
51,148
+7,722
63
$1.01M 0.52%
3,351
+180
64
$1.01M 0.52%
110,325
+409
65
$996K 0.51%
11,013
+1,268
66
$986K 0.5%
25,524
+158
67
$975K 0.5%
3,701
+179
68
$922K 0.47%
4,043
+124
69
$875K 0.45%
3,212
+65
70
$871K 0.44%
19,881
+2,239
71
$860K 0.44%
10,350
+270
72
$848K 0.43%
19,394
+157
73
$828K 0.42%
13,166
+337
74
$827K 0.42%
35,094
+82
75
$825K 0.42%
30,073
+138
1 2
3
4 5