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
251
$48K 0.03%
+476
252
$47K 0.03%
+710
253
$47K 0.03%
1,575
-56
254
$46K 0.02%
591
-6
255
$45K 0.02%
+1,784
256
$42K 0.02%
+2,670
257
$42K 0.02%
1,607
-5,613
258
$42K 0.02%
1,230
-3
259
$42K 0.02%
433
-60
260
$39K 0.02%
+775
261
$39K 0.02%
+502
262
$39K 0.02%
+2,530
263
$36K 0.02%
406
-1
264
$36K 0.02%
224
-9,388
265
$35K 0.02%
520
266
$34K 0.02%
1,020
+23
267
$33K 0.02%
397
268
$33K 0.02%
1,230
-420
269
$32K 0.02%
+2,379
270
$32K 0.02%
+211
271
$31K 0.02%
+690
272
$31K 0.02%
228
273
$31K 0.02%
+533
274
$30K 0.02%
+631
275
$29K 0.02%
582
-6
9 10
11
12 13