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
751
$1.33K ﹤0.01%
20
-28
752
$1.3K ﹤0.01%
+295
753
$1.17K ﹤0.01%
16
-16
754
$1.16K ﹤0.01%
10
755
$1.15K ﹤0.01%
66
756
$1.14K ﹤0.01%
21
757
$1.12K ﹤0.01%
35
758
$1.12K ﹤0.01%
+524
759
$1.09K ﹤0.01%
+55
760
$1.08K ﹤0.01%
+26
761
$1.07K ﹤0.01%
10
-386
762
$1.07K ﹤0.01%
23
763
$1.06K ﹤0.01%
33
764
$1.04K ﹤0.01%
+13
765
$1.01K ﹤0.01%
22
766
$999 ﹤0.01%
20
767
$961 ﹤0.01%
37
-554
768
$956 ﹤0.01%
30
769
$943 ﹤0.01%
38
770
$894 ﹤0.01%
95
771
$846 ﹤0.01%
576
772
$837 ﹤0.01%
216
773
$837 ﹤0.01%
23
774
$822 ﹤0.01%
+88
775
$813 ﹤0.01%
20
-51
29 30
31
32 33