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
151
$31K 0.03%
+1,196
152
$29K 0.03%
+600
153
$29K 0.03%
+400
154
$29K 0.03%
+600
155
$25K 0.03%
+421
156
$25K 0.03%
+588
157
$24K 0.02%
+312
158
$24K 0.02%
+224
159
$24K 0.02%
+306
160
$24K 0.02%
+146
161
$23K 0.02%
+1,571
162
$23K 0.02%
+382
163
$23K 0.02%
+155
164
$21K 0.02%
+400
165
$19K 0.02%
+37
166
$19K 0.02%
+209
167
$19K 0.02%
+92
168
$18K 0.02%
+54
169
$17K 0.02%
+768
170
$17K 0.02%
+142
171
$17K 0.02%
+193
172
$16K 0.02%
+62
173
$16K 0.02%
+294
174
$16K 0.02%
+39
175
$16K 0.02%
+93
5 6
7
8 9