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
76
$799K 0.41%
18,010
+1,002
77
$798K 0.41%
6,278
+412
78
$774K 0.39%
5,914
+645
79
$716K 0.37%
7,544
+34
80
$708K 0.36%
14,170
-31
81
$704K 0.36%
5,106
-84
82
$676K 0.34%
16,114
+1,709
83
$643K 0.33%
22,078
+2,317
84
$637K 0.32%
6,070
-3,807
85
$624K 0.32%
3,683
-799
86
$620K 0.32%
14,182
-1,440
87
$614K 0.31%
5,325
+5,276
88
$612K 0.31%
22,359
+1,135
89
$612K 0.31%
946
+43
90
$607K 0.31%
12,749
-12,392
91
$588K 0.3%
1,509
+708
92
$567K 0.29%
13,295
+410
93
$567K 0.29%
11,274
-525
94
$524K 0.27%
7,550
-3,694
95
$517K 0.26%
10,273
-296
96
$507K 0.26%
9,837
+410
97
$470K 0.24%
15,286
-400
98
$469K 0.24%
4,182
+189
99
$450K 0.23%
17,225
-1,694
100
$450K 0.23%
36,219
+1,081
2 3
4
5 6