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
$192M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$983K
3
+$923K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$877K
5
CCI icon
Crown Castle
CCI
+$829K

Top Sells

1
+$994K
2
+$886K
3
+$841K
4
MRK icon
Merck
MRK
+$743K
5
BMY icon
Bristol-Myers Squibb
BMY
+$664K

Sector Composition

1 Financials 10.54%
2 Healthcare 10.29%
3 Consumer Staples 9.47%
4 Energy 7.21%
5 Utilities 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$67.9K 0.04%
4,214
+4,184
227
$67.2K 0.04%
1,536
-118
228
$67.1K 0.03%
5,340
+2,670
229
$67K 0.03%
630
-1,822
230
$64.7K 0.03%
875
+4
231
$64.3K 0.03%
3,172
+3,140
232
$63.7K 0.03%
267
+22
233
$63.5K 0.03%
2,198
-40
234
$58K 0.03%
835
-126
235
$57.6K 0.03%
1,136
-541
236
$55K 0.03%
254
+51
237
$52.5K 0.03%
+2,900
238
$52.2K 0.03%
770
239
$51.1K 0.03%
2,869
-95
240
$50.1K 0.03%
1,020
-35
241
$48.3K 0.03%
2,762
242
$45.2K 0.02%
901
-3,518
243
$44.8K 0.02%
505
+42
244
$44.7K 0.02%
453
-1,760
245
$44.2K 0.02%
1,654
-63
246
$42.4K 0.02%
965
+5
247
$42.3K 0.02%
1,624
+814
248
$41.9K 0.02%
1,853
+623
249
$41.8K 0.02%
+2,726
250
$41.6K 0.02%
623
+3
8 9
10
11 12