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
$215M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.26M
3
+$1.11M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$972K
5
KVUE icon
Kenvue
KVUE
+$929K

Top Sells

1
+$3.51M
2
+$1.3M
3
+$918K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$838K
5
CCI icon
Crown Castle
CCI
+$605K

Sector Composition

1 Financials 9.35%
2 Technology 8.1%
3 Healthcare 7.63%
4 Utilities 7.47%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$95.4K 0.04%
504
+43
227
$94.6K 0.04%
742
+46
228
$93.1K 0.04%
1,965
+361
229
$89.6K 0.04%
1,783
+845
230
$88.4K 0.04%
187
-487
231
$87.2K 0.04%
3,856
+461
232
$84.4K 0.04%
1,050
+457
233
$81.3K 0.04%
552
+244
234
$81.1K 0.04%
749
+102
235
$80.5K 0.04%
129
+22
236
$79.8K 0.04%
2,334
+136
237
$78.9K 0.04%
185
+148
238
$78.6K 0.04%
981
+572
239
$77.1K 0.04%
789
+70
240
$76K 0.04%
890
+4
241
$75.7K 0.04%
3,546
+700
242
$74.8K 0.03%
357
+100
243
$74.4K 0.03%
182
+36
244
$74.3K 0.03%
113
+109
245
$71.9K 0.03%
333
+138
246
$71.3K 0.03%
551
+3
247
$69.4K 0.03%
+320
248
$69.1K 0.03%
456
+116
249
$68.9K 0.03%
2,639
+19
250
$68K 0.03%
261
+143
8 9
10
11 12