RCM

Raleigh Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
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
Technology Select Sector SPDR Fund
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
1
$7.73M 3.94%
18,001
+1,875
2
$6.28M 3.2%
14,689
+1,486
3
$5.63M 2.87%
227,638
+31,909
4
$4.6M 2.35%
50,100
+23,549
5
$3.56M 1.81%
86,147
+7,382
6
$3.41M 1.74%
36,857
+112
7
$3.17M 1.62%
48,275
-246
8
$2.86M 1.46%
88,390
+136
9
$2.84M 1.45%
32,136
-317
10
$2.64M 1.35%
40,814
+1,121
11
$2.64M 1.35%
78,681
+26,928
12
$2.51M 1.28%
9,324
+516
13
$2.47M 1.26%
16,575
+143
14
$2.39M 1.22%
14,156
+4,032
15
$2.37M 1.21%
13,868
+709
16
$2.29M 1.17%
67,846
-15
17
$2.24M 1.14%
67,463
+207
18
$2.23M 1.14%
23,509
+40
19
$2.21M 1.13%
66,751
+1,484
20
$2.19M 1.12%
59,330
+34,564
21
$2.15M 1.1%
69,278
+5,089
22
$2.11M 1.08%
6,687
+443
23
$2.02M 1.03%
52,805
+311
24
$1.95M 0.99%
33,566
+219
25
$1.93M 0.99%
15,996
+1,417
1
2 3 4 5