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
$184M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$3.32M
3
+$2.19M
4
CVX icon
Chevron
CVX
+$2.18M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.08M

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.51M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.15M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.09M

Sector Composition

1 Healthcare 8.12%
2 Financials 7.37%
3 Consumer Staples 5.97%
4 Energy 5.79%
5 Utilities 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$87K 0.05%
+1,900
227
$86K 0.05%
+1,569
228
$84K 0.05%
+3,284
229
$83K 0.05%
1,100
+700
230
$82K 0.04%
+2,186
231
$82K 0.04%
+600
232
$82K 0.04%
+640
233
$81K 0.04%
800
+500
234
$81K 0.04%
703
+678
235
$79K 0.04%
1,025
-79
236
$76K 0.04%
+2,887
237
$73K 0.04%
1,367
+20
238
$70K 0.04%
+142
239
$69K 0.04%
2,333
+383
240
$67K 0.04%
1,369
-223
241
$66K 0.04%
325
+3
242
$63K 0.03%
+2,762
243
$61K 0.03%
440
-40
244
$56K 0.03%
+614
245
$56K 0.03%
243
+221
246
$54K 0.03%
1,940
-582
247
$50K 0.03%
+1,025
248
$48K 0.03%
+720
249
$48K 0.03%
479
+255
250
$48K 0.03%
+187
8 9
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