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
151
$254K 0.13%
2,400
+173
152
$254K 0.13%
4,767
+179
153
$240K 0.12%
3,079
+234
154
$240K 0.12%
+4,196
155
$240K 0.12%
5,357
+165
156
$239K 0.12%
5,855
+304
157
$235K 0.12%
+6,041
158
$232K 0.12%
1,143
+34
159
$228K 0.12%
2,566
-902
160
$228K 0.12%
3,831
-27
161
$226K 0.12%
1,018
+37
162
$224K 0.11%
3,394
+111
163
$219K 0.11%
4,485
-124
164
$218K 0.11%
1,107
+28
165
$217K 0.11%
4,949
-1,117
166
$214K 0.11%
1,415
+42
167
$214K 0.11%
535
+22
168
$204K 0.1%
+4,095
169
$201K 0.1%
2,010
-51
170
$201K 0.1%
4,869
+97
171
$196K 0.1%
10,689
+371
172
$196K 0.1%
3,268
+26
173
$194K 0.1%
3,393
+219
174
$192K 0.1%
1,352
-44
175
$185K 0.09%
+3,643
5 6
7
8 9