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
101
$186K 0.19%
+328
102
$186K 0.19%
+2,031
103
$182K 0.19%
+3,102
104
$178K 0.18%
+528
105
$169K 0.17%
+1,048
106
$167K 0.17%
+2,476
107
$167K 0.17%
+2,300
108
$165K 0.17%
+468
109
$164K 0.17%
+1,047
110
$153K 0.16%
+3,842
111
$153K 0.16%
+1,540
112
$153K 0.16%
+3,706
113
$146K 0.15%
+3,949
114
$131K 0.13%
+1,441
115
$103K 0.11%
+2,397
116
$100K 0.1%
+341
117
$86K 0.09%
+1,770
118
$83K 0.09%
+322
119
$82K 0.08%
+1,592
120
$82K 0.08%
+3,041
121
$77K 0.08%
+1,347
122
$72K 0.07%
+1,425
123
$72K 0.07%
+520
124
$71K 0.07%
+643
125
$69K 0.07%
+480
3 4
5
6 7