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
$215M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.26M
3
+$1.11M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$972K
5
KVUE icon
Kenvue
KVUE
+$929K

Top Sells

1
+$3.51M
2
+$1.3M
3
+$918K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$838K
5
CCI icon
Crown Castle
CCI
+$605K

Sector Composition

1 Financials 9.35%
2 Technology 8.1%
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
301
$41.4K 0.02%
535
+25
302
$40.9K 0.02%
613
+80
303
$40.7K 0.02%
183
+60
304
$40.5K 0.02%
520
305
$40.3K 0.02%
447
-2,632
306
$40.2K 0.02%
2,254
-547
307
$40K 0.02%
930
-106
308
$40K 0.02%
171
-2
309
$39.8K 0.02%
72
+14
310
$39.3K 0.02%
500
+220
311
$38.9K 0.02%
233
-15
312
$38.3K 0.02%
456
-5,393
313
$38.2K 0.02%
148
-20
314
$37.6K 0.02%
397
315
$37.5K 0.02%
401
-1
316
$37.2K 0.02%
1,604
+267
317
$37.1K 0.02%
520
-13
318
$36.8K 0.02%
575
+64
319
$36.7K 0.02%
870
+850
320
$36.2K 0.02%
1,035
+159
321
$36.1K 0.02%
152
322
$36.1K 0.02%
1,496
+228
323
$35.7K 0.02%
+5,233
324
$35.6K 0.02%
260
+8
325
$35.5K 0.02%
156
+14
11 12
13
14 15