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
851
$839 ﹤0.01%
+15
852
$830 ﹤0.01%
5
-7,837
853
$824 ﹤0.01%
23
+1
854
$818 ﹤0.01%
20
855
$805 ﹤0.01%
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856
$797 ﹤0.01%
+5
857
$794 ﹤0.01%
38
+1
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$792 ﹤0.01%
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859
$790 ﹤0.01%
+11
860
$782 ﹤0.01%
36
861
$777 ﹤0.01%
+11
862
$776 ﹤0.01%
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863
$776 ﹤0.01%
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864
$764 ﹤0.01%
+23
865
$737 ﹤0.01%
+10
866
$732 ﹤0.01%
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867
$728 ﹤0.01%
13
868
$690 ﹤0.01%
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$690 ﹤0.01%
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$666 ﹤0.01%
5
871
$633 ﹤0.01%
122
872
$617 ﹤0.01%
+35
873
$616 ﹤0.01%
576
874
$611 ﹤0.01%
13
-40
875
$559 ﹤0.01%
10
33 34
35
36 37