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
$97.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$5.36M
3
+$3.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.31M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.25M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 5.68%
2 Healthcare 5.42%
3 Energy 4.22%
4 Financials 4.03%
5 Utilities 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$289K 0.3%
+4,766
77
$288K 0.3%
+4,330
78
$286K 0.29%
+5,421
79
$282K 0.29%
+3,679
80
$281K 0.29%
+5,013
81
$273K 0.28%
+6,480
82
$272K 0.28%
+5,740
83
$264K 0.27%
+8,801
84
$260K 0.27%
+2,818
85
$258K 0.26%
+3,630
86
$258K 0.26%
+5,393
87
$256K 0.26%
+3,735
88
$249K 0.26%
+9,023
89
$244K 0.25%
+2,270
90
$227K 0.23%
+7,348
91
$226K 0.23%
+1,104
92
$226K 0.23%
+3,783
93
$221K 0.23%
+2,036
94
$209K 0.21%
+963
95
$202K 0.21%
+4,037
96
$199K 0.2%
+3,759
97
$198K 0.2%
+2,123
98
$196K 0.2%
+7,220
99
$195K 0.2%
+1,896
100
$194K 0.2%
+719
2 3
4
5 6