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
101
$449K 0.23%
6,511
+125
102
$448K 0.23%
10,300
+6,010
103
$446K 0.23%
4,016
+3,837
104
$443K 0.23%
14,415
+404
105
$438K 0.22%
26,390
+852
106
$434K 0.22%
860
+130
107
$421K 0.21%
5,849
-40
108
$418K 0.21%
7,973
-357
109
$412K 0.21%
1,176
+14
110
$408K 0.21%
1,846
+42
111
$392K 0.2%
11,698
-297
112
$387K 0.2%
2,794
+2,513
113
$374K 0.19%
859
+32
114
$372K 0.19%
7,786
-37
115
$372K 0.19%
1,212
+161
116
$371K 0.19%
906
+26
117
$370K 0.19%
5,020
118
$366K 0.19%
3,775
+284
119
$363K 0.19%
8,630
-810
120
$362K 0.18%
40,623
+310
121
$359K 0.18%
2,685
-86
122
$352K 0.18%
1,864
+651
123
$352K 0.18%
8,366
+281
124
$351K 0.18%
1,528
+47
125
$351K 0.18%
4,670
+44
3 4
5
6 7