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
201
$132K 0.07%
906
+29
202
$127K 0.06%
965
+91
203
$122K 0.06%
3,327
+794
204
$119K 0.06%
774
+8
205
$107K 0.05%
3,193
+32
206
$107K 0.05%
+512
207
$105K 0.05%
951
-76
208
$104K 0.05%
675
209
$101K 0.05%
433
+62
210
$100K 0.05%
2,685
+12
211
$100K 0.05%
2,592
212
$99.5K 0.05%
4,338
213
$94.2K 0.05%
1,042
+7
214
$93.5K 0.05%
912
+867
215
$91.4K 0.05%
4,251
+27
216
$88.4K 0.05%
696
+49
217
$87.7K 0.04%
461
+206
218
$80.5K 0.04%
1,386
-10,646
219
$79.3K 0.04%
148
+41
220
$78.2K 0.04%
395
+64
221
$77.6K 0.04%
2,198
+2,168
222
$77.1K 0.04%
743
+271
223
$72.7K 0.04%
3,395
-533
224
$71.4K 0.04%
156
+54
225
$69.2K 0.04%
886
+4
7 8
9
10 11