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
726
$2.19K ﹤0.01%
136
727
$2.1K ﹤0.01%
18
-7,805
728
$2.07K ﹤0.01%
100
+1
729
$2.06K ﹤0.01%
+343
730
$2.03K ﹤0.01%
60
-23
731
$2.03K ﹤0.01%
53
+20
732
$1.95K ﹤0.01%
+163
733
$1.94K ﹤0.01%
102
734
$1.9K ﹤0.01%
16
-8,488
735
$1.9K ﹤0.01%
33
736
$1.87K ﹤0.01%
14
737
$1.87K ﹤0.01%
165
738
$1.85K ﹤0.01%
+73
739
$1.79K ﹤0.01%
13
-386
740
$1.74K ﹤0.01%
46
-54
741
$1.71K ﹤0.01%
+48
742
$1.7K ﹤0.01%
37
-42
743
$1.64K ﹤0.01%
35
-331
744
$1.63K ﹤0.01%
+97
745
$1.58K ﹤0.01%
24
746
$1.51K ﹤0.01%
225
747
$1.46K ﹤0.01%
4
-5
748
$1.42K ﹤0.01%
81
749
$1.41K ﹤0.01%
36
-40
750
$1.36K ﹤0.01%
50
28 29
30
31 32