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
326
$19.5K 0.01%
+135
327
$19.3K 0.01%
298
+179
328
$19.2K 0.01%
600
329
$19.2K 0.01%
137
+71
330
$19.2K 0.01%
+248
331
$19.2K 0.01%
277
+199
332
$19.1K 0.01%
445
+313
333
$18.7K 0.01%
405
+296
334
$18.5K 0.01%
1,841
+1,247
335
$18.4K 0.01%
414
+6
336
$18K 0.01%
520
337
$17.7K 0.01%
75
+56
338
$17.7K 0.01%
190
+130
339
$17.7K 0.01%
365
+279
340
$17.6K 0.01%
+446
341
$17.5K 0.01%
234
+159
342
$17.2K 0.01%
+631
343
$16.9K 0.01%
358
344
$16.9K 0.01%
689
345
$16.5K 0.01%
220
346
$16.3K 0.01%
51
+39
347
$16.2K 0.01%
332
+137
348
$16.2K 0.01%
49
+22
349
$16K 0.01%
651
-1,705
350
$15.9K 0.01%
210
+66