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
301
$23.2K 0.01%
354
+1
302
$23.2K 0.01%
228
303
$23.2K 0.01%
586
+134
304
$22.9K 0.01%
550
305
$22.8K 0.01%
272
-80
306
$22.7K 0.01%
38
+26
307
$22.7K 0.01%
198
+126
308
$22.4K 0.01%
135
+44
309
$22.2K 0.01%
213
+145
310
$22.1K 0.01%
95
+29
311
$21.5K 0.01%
1,470
+220
312
$21.3K 0.01%
+531
313
$21.2K 0.01%
432
+6
314
$21.1K 0.01%
2,000
+1,000
315
$20.9K 0.01%
410
+2
316
$20.9K 0.01%
1,836
-226
317
$20.5K 0.01%
455
+270
318
$20.4K 0.01%
995
+16
319
$19.9K 0.01%
256
+2
320
$19.9K 0.01%
672
+550
321
$19.8K 0.01%
521
-4
322
$19.7K 0.01%
8
+7
323
$19.7K 0.01%
83
+27
324
$19.6K 0.01%
103
325
$19.5K 0.01%
670
+445
11 12
13
14 15