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
126
$62K 0.06%
+2,522
127
$62K 0.06%
+1,104
128
$61K 0.06%
+168
129
$60K 0.06%
+1,950
130
$56K 0.06%
+597
131
$55K 0.06%
+500
132
$51K 0.05%
+1,631
133
$49K 0.05%
+1,650
134
$46K 0.05%
+407
135
$45K 0.05%
+1,233
136
$44K 0.05%
+655
137
$42K 0.04%
+493
138
$40K 0.04%
+310
139
$38K 0.04%
+397
140
$37K 0.04%
+400
141
$37K 0.04%
+997
142
$36K 0.04%
+300
143
$36K 0.04%
+200
144
$35K 0.04%
+228
145
$34K 0.03%
+560
146
$34K 0.03%
+221
147
$33K 0.03%
+289
148
$33K 0.03%
+400
149
$31K 0.03%
+200
150
$31K 0.03%
+300
4 5
6
7 8