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
751
$2.9K ﹤0.01%
50
752
$2.9K ﹤0.01%
76
753
$2.87K ﹤0.01%
157
754
$2.81K ﹤0.01%
+81
755
$2.8K ﹤0.01%
30
756
$2.74K ﹤0.01%
32
+6
757
$2.73K ﹤0.01%
220
758
$2.71K ﹤0.01%
87
759
$2.71K ﹤0.01%
39
760
$2.67K ﹤0.01%
300
+100
761
$2.66K ﹤0.01%
75
762
$2.43K ﹤0.01%
7
+3
763
$2.35K ﹤0.01%
191
764
$2.33K ﹤0.01%
136
765
$2.3K ﹤0.01%
64
+16
766
$2.26K ﹤0.01%
19
+1
767
$2.24K ﹤0.01%
80
768
$2.21K ﹤0.01%
+32
769
$2.19K ﹤0.01%
15
770
$2.18K ﹤0.01%
+55
771
$2.08K ﹤0.01%
+10
772
$2.03K ﹤0.01%
133
+33
773
$2K ﹤0.01%
60
774
$1.99K ﹤0.01%
+38
775
$1.99K ﹤0.01%
+44
29 30
31
32 33