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
326
$14K 0.01%
+650
327
$14K 0.01%
174
-226
328
$13K 0.01%
+910
329
$13K 0.01%
+136
330
$13K 0.01%
+600
331
$13K 0.01%
+65
332
$13K 0.01%
+630
333
$13K 0.01%
+165
334
$13K 0.01%
+330
335
$12K 0.01%
+1,050
336
$12K 0.01%
249
-4
337
$12K 0.01%
+660
338
$12K 0.01%
+326
339
$12K 0.01%
+254
340
$12K 0.01%
+800
341
$12K 0.01%
+400
342
$12K 0.01%
+340
343
$12K 0.01%
279
+1
344
$12K 0.01%
488
+80
345
$12K 0.01%
+50
346
$12K 0.01%
193
347
$11K 0.01%
+231
348
$11K 0.01%
+157
349
$11K 0.01%
+195
350
$11K 0.01%
+800
12 13
14
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