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
326
$35.4K 0.02%
173
+170
327
$35.2K 0.02%
676
+199
328
$34.9K 0.02%
81
-27
329
$34.9K 0.02%
322
+37
330
$34.9K 0.02%
2,968
+63
331
$34.8K 0.02%
273
-118
332
$34.7K 0.02%
251
+74
333
$34.7K 0.02%
107
+15
334
$34.5K 0.02%
+2,258
335
$34.5K 0.02%
152
+23
336
$34.3K 0.02%
314
-16
337
$33.5K 0.02%
667
338
$33.4K 0.02%
335
339
$33.4K 0.02%
1,450
-357
340
$32.9K 0.02%
+669
341
$32.8K 0.02%
73
-3
342
$32.7K 0.02%
135
343
$32.6K 0.02%
766
+161
344
$32.4K 0.02%
417
345
$32.3K 0.02%
304
-25
346
$32.2K 0.01%
525
+501
347
$32.2K 0.01%
1,280
-557
348
$31.9K 0.01%
2,986
+1,661
349
$31.7K 0.01%
330
+198
350
$31.6K 0.01%
219
+38
12 13
14
15 16