RCM

Raleigh Capital Management Portfolio holdings

AUM $276M
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$3.27M
2
+$1.22M
3
+$1.06M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$945K
5
KVUE icon
Kenvue
KVUE
+$864K

Top Sells

1
+$3.51M
2
+$1.3M
3
+$868K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$775K
5
UL icon
Unilever
UL
+$584K

Sector Composition

1 Financials 9.37%
2 Technology 8.08%
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
276
$55K 0.03%
104
+22
277
$54.8K 0.03%
353
+78
278
$54.5K 0.03%
809
279
$54.2K 0.03%
881
-16
280
$53.4K 0.02%
+1,500
281
$51.4K 0.02%
300
-30
282
$47.9K 0.02%
+1,410
283
$47.8K 0.02%
509
+384
284
$47.1K 0.02%
433
+56
285
$46.9K 0.02%
735
+45
286
$46.1K 0.02%
893
-16
287
$46K 0.02%
4,693
-88
288
$46K 0.02%
447
-146
289
$45.9K 0.02%
392
+382
290
$45.8K 0.02%
2,839
+27
291
$45.4K 0.02%
126
+1
292
$44.8K 0.02%
310
+50
293
$44.6K 0.02%
1,083
+596
294
$44.4K 0.02%
858
+31
295
$43K 0.02%
1,027
296
$42.3K 0.02%
419
-23
297
$42.3K 0.02%
4,249
298
$41.7K 0.02%
1,245
-395
299
$41.5K 0.02%
591
+308
300
$41.4K 0.02%
1,496
-155
10 11
12
13 14