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
126
$347K 0.18%
13,694
+451
127
$339K 0.17%
4,685
-3,500
128
$336K 0.17%
5,897
+197
129
$329K 0.17%
+4,815
130
$329K 0.17%
1,493
+85
131
$323K 0.16%
3,350
+53
132
$313K 0.16%
6,872
+203
133
$305K 0.16%
3,656
+124
134
$303K 0.15%
7,732
+183
135
$293K 0.15%
674
+18
136
$291K 0.15%
3,933
+3,590
137
$288K 0.15%
2,549
+135
138
$285K 0.15%
559
+17
139
$280K 0.14%
5,531
+211
140
$279K 0.14%
1,419
+1,304
141
$277K 0.14%
9,663
+259
142
$273K 0.14%
5,159
+195
143
$271K 0.14%
902
+580
144
$267K 0.14%
1,164
+25
145
$264K 0.13%
1,054
+24
146
$262K 0.13%
1,756
+154
147
$262K 0.13%
3,414
+90
148
$259K 0.13%
1,217
+9
149
$258K 0.13%
4,016
+122
150
$258K 0.13%
+1,420
4 5
6
7 8