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
901
$362 ﹤0.01%
41
+1
902
$355 ﹤0.01%
14
903
$354 ﹤0.01%
+2
904
$347 ﹤0.01%
6
905
$346 ﹤0.01%
9
906
$346 ﹤0.01%
11
907
$332 ﹤0.01%
+2
908
$323 ﹤0.01%
250
909
$318 ﹤0.01%
3
910
$318 ﹤0.01%
+10
911
$307 ﹤0.01%
13
912
$307 ﹤0.01%
17
913
$306 ﹤0.01%
+13
914
$300 ﹤0.01%
+3
915
$287 ﹤0.01%
35
916
$277 ﹤0.01%
+7
917
$276 ﹤0.01%
2
918
$263 ﹤0.01%
+3
919
$258 ﹤0.01%
2
-143
920
$257 ﹤0.01%
+15
921
$255 ﹤0.01%
50
922
$253 ﹤0.01%
+24
923
$237 ﹤0.01%
+16
924
$229 ﹤0.01%
+5
925
$224 ﹤0.01%
9
35 36
37
38 39