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
276
$28.8K 0.02%
468
+69
277
$28.5K 0.01%
418
+333
278
$28.2K 0.01%
282
+188
279
$28.1K 0.01%
631
280
$28K 0.01%
4,714
+2,357
281
$27.5K 0.01%
201
+138
282
$27K 0.01%
102
+1
283
$27K 0.01%
217
-43
284
$26.8K 0.01%
211
+66
285
$26.4K 0.01%
190
+129
286
$26.1K 0.01%
252
+168
287
$26.1K 0.01%
158
-3
288
$25.9K 0.01%
189
+86
289
$25.5K 0.01%
990
-63
290
$25.4K 0.01%
220
+119
291
$25.4K 0.01%
231
-370
292
$25.1K 0.01%
81
+48
293
$25.1K 0.01%
207
+102
294
$24.8K 0.01%
1,474
+19
295
$24.4K 0.01%
156
+113
296
$24.4K 0.01%
114
+25
297
$24.1K 0.01%
643
+499
298
$23.6K 0.01%
420
+345
299
$23.6K 0.01%
80
+8
300
$23.5K 0.01%
776
+680
10 11
12
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