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
176
$15K 0.02%
+600
177
$14K 0.01%
+33
178
$14K 0.01%
+300
179
$13K 0.01%
+1,000
180
$13K 0.01%
+78
181
$13K 0.01%
+278
182
$12K 0.01%
+253
183
$12K 0.01%
+267
184
$12K 0.01%
+1,125
185
$12K 0.01%
+689
186
$12K 0.01%
+285
187
$11K 0.01%
+500
188
$11K 0.01%
+124
189
$11K 0.01%
+408
190
$10K 0.01%
+800
191
$10K 0.01%
+59
192
$10K 0.01%
+310
193
$10K 0.01%
+103
194
$10K 0.01%
+220
195
$9K 0.01%
+43
196
$9K 0.01%
+171
197
$9K 0.01%
+159
198
$8K 0.01%
+45
199
$8K 0.01%
+134
200
$8K 0.01%
+109
6 7
8
9 10