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
926
$212 ﹤0.01%
+5
927
$205 ﹤0.01%
+2
928
$199 ﹤0.01%
3
929
$136 ﹤0.01%
4
930
$132 ﹤0.01%
3
931
$126 ﹤0.01%
3
932
$123 ﹤0.01%
1
933
$102 ﹤0.01%
2
934
– –
-68
935
$97 ﹤0.01%
1
936
$96 ﹤0.01%
1
-336
937
$89 ﹤0.01%
9
938
$71 ﹤0.01%
1
939
– –
-40
940
$58 ﹤0.01%
2
941
$45 ﹤0.01%
1
942
$38 ﹤0.01%
4
943
– –
-258
944
$36 ﹤0.01%
7
945
$27 ﹤0.01%
+1
946
$21 ﹤0.01%
+3
947
$20 ﹤0.01%
1
-508
948
$18 ﹤0.01%
1
-349
949
$14 ﹤0.01%
+1
950
$14 ﹤0.01%
2
36 37
38
39 40