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
251
$67.8K 0.03%
3,397
+60
252
$67.3K 0.03%
802
-240
253
$66.4K 0.03%
2,812
-18
254
$66.1K 0.03%
1,289
+242
255
$65.6K 0.03%
1,108
+200
256
$63.7K 0.03%
168
-16
257
$63.5K 0.03%
590
+49
258
$62.6K 0.03%
1,402
-1,925
259
$62K 0.03%
577
-166
260
$62K 0.03%
245
+20
261
$61.9K 0.03%
1,126
+200
262
$61.6K 0.03%
459
-4
263
$61.3K 0.03%
279
264
$61.3K 0.03%
284
-111
265
$60.9K 0.03%
703
-108
266
$60.7K 0.03%
+2,035
267
$60.1K 0.03%
200
+15
268
$60.1K 0.03%
193
-2
269
$59.4K 0.03%
2,858
-182
270
$58.9K 0.03%
316
+54
271
$58.7K 0.03%
357
+59
272
$58.7K 0.03%
150
+28
273
$58K 0.03%
340
-5
274
$57.3K 0.03%
1,182
-59
275
$57.2K 0.03%
972
+44
9 10
11
12 13