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
$184M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$3.32M
3
+$2.19M
4
CVX icon
Chevron
CVX
+$2.18M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.08M

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.51M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.15M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.09M

Sector Composition

1 Healthcare 8.12%
2 Financials 7.37%
3 Consumer Staples 5.97%
4 Energy 5.79%
5 Utilities 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$19K 0.01%
+2,357
302
$18K 0.01%
52
-116
303
$18K 0.01%
210
+1
304
$17K 0.01%
772
+4
305
$17K 0.01%
689
306
$17K 0.01%
+68
307
$17K 0.01%
+275
308
$17K 0.01%
+145
309
$17K 0.01%
92
310
$16K 0.01%
+1,189
311
$16K 0.01%
286
-8
312
$16K 0.01%
152
-137
313
$16K 0.01%
+209
314
$16K 0.01%
+231
315
$16K 0.01%
+132
316
$15K 0.01%
+424
317
$15K 0.01%
+388
318
$15K 0.01%
+485
319
$15K 0.01%
600
320
$14K 0.01%
+110
321
$14K 0.01%
1,200
+200
322
$14K 0.01%
+178
323
$14K 0.01%
+224
324
$14K 0.01%
+162
325
$14K 0.01%
+204
11 12
13
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