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
$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
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
251
$41.1K 0.02%
1,290
-1,003
252
$40.4K 0.02%
188
253
$40.2K 0.02%
355
+255
254
$40.1K 0.02%
480
+2
255
$39.9K 0.02%
125
+55
256
$39.3K 0.02%
+320
257
$39K 0.02%
225
258
$37.4K 0.02%
1,027
259
$36.6K 0.02%
180
-599
260
$36.3K 0.02%
231
+181
261
$36.2K 0.02%
254
+180
262
$36.1K 0.02%
225
+117
263
$35K 0.02%
928
+473
264
$34.1K 0.02%
1,440
+1,424
265
$32.9K 0.02%
509
266
$32.8K 0.02%
333
+199
267
$32.7K 0.02%
2,673
+53
268
$32.5K 0.02%
285
+190
269
$31.5K 0.02%
397
270
$31.3K 0.02%
3,024
+2,224
271
$30.3K 0.02%
177
+123
272
$30K 0.02%
727
+8
273
$30K 0.02%
627
+38
274
$29.9K 0.02%
485
+318
275
$29K 0.02%
478
+46
9 10
11
12 13