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
$238M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.34M
3
+$1.97M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$1.7M
5
BTI icon
British American Tobacco
BTI
+$1.6M

Top Sells

1
+$4.81M
2
+$2.31M
3
+$2.18M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.11M
5
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$1.72M

Sector Composition

1 Technology 10.78%
2 Financials 9.44%
3 Healthcare 8.15%
4 Consumer Staples 5.74%
5 Energy 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
276
Alphabet (Google) Class C
GOOG
$3.34T
$47.9K 0.02%
270
-27
WRB icon
277
W.R. Berkley
WRB
$29.3B
$47.5K 0.02%
646
-83
TDIV icon
278
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.63B
$43.8K 0.02%
485
-30
PSTG icon
279
Pure Storage
PSTG
$27.8B
$42.5K 0.02%
738
-245
DASH icon
280
DoorDash
DASH
$89.2B
$42.2K 0.02%
171
-205
LH icon
281
Labcorp
LH
$22.1B
$41.6K 0.02%
159
-14
FVD icon
282
First Trust Value Line Dividend Fund
FVD
$9.02B
$41.3K 0.02%
925
-168
RDVY icon
283
First Trust Rising Dividend Achievers ETF
RDVY
$17B
$40.6K 0.02%
648
+165
SILA
284
Sila Realty Trust
SILA
$1.3B
$39.1K 0.02%
1,653
AWK icon
285
American Water Works
AWK
$25.7B
$39.1K 0.02%
281
-35
AMD icon
286
Advanced Micro Devices
AMD
$402B
$38.6K 0.02%
272
-39
HOOD icon
287
Robinhood
HOOD
$110B
$38.6K 0.02%
412
-55
IEFA icon
288
iShares Core MSCI EAFE ETF
IEFA
$158B
$37.6K 0.02%
450
+367
GEV icon
289
GE Vernova
GEV
$157B
$37K 0.02%
+70
MUB icon
290
iShares National Muni Bond ETF
MUB
$40.1B
$36.2K 0.02%
347
+3
FN icon
291
Fabrinet
FN
$14.8B
$35.7K 0.02%
121
-14
TMO icon
292
Thermo Fisher Scientific
TMO
$217B
$34.2K 0.01%
84
-5
MAA icon
293
Mid-America Apartment Communities
MAA
$15.3B
$34K 0.01%
229
-27
ZTS icon
294
Zoetis
ZTS
$53.2B
$33.8K 0.01%
217
-12
MCHP icon
295
Microchip Technology
MCHP
$28.9B
$32.7K 0.01%
465
-329
HSBC icon
296
HSBC
HSBC
$249B
$32.6K 0.01%
+537
MRVL icon
297
Marvell Technology
MRVL
$74.5B
$32.5K 0.01%
419
-47
SHEL icon
298
Shell
SHEL
$217B
$31.1K 0.01%
+442
FSIG icon
299
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.34B
$30.9K 0.01%
1,616
+18
FPE icon
300
First Trust Preferred Securities and Income ETF
FPE
$6.23B
$30.8K 0.01%
1,730
+25
10 11
12
13 14