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
351
$11K 0.01%
1,125
352
$11K 0.01%
+119
353
$11K 0.01%
+300
354
$11K 0.01%
+158
355
$11K 0.01%
+235
356
$11K 0.01%
281
-4
357
$11K 0.01%
+280
358
$11K 0.01%
+640
359
$11K 0.01%
1,000
+200
360
$11K 0.01%
+400
361
$11K 0.01%
+1,000
362
$11K 0.01%
+314
363
$11K 0.01%
+1,300
364
$11K 0.01%
+375
365
$11K 0.01%
+375
366
$11K 0.01%
+158
367
$11K 0.01%
+900
368
$10K 0.01%
+800
369
$10K 0.01%
+850
370
$10K 0.01%
+1,000
371
$10K 0.01%
267
372
$10K 0.01%
+510
373
$10K 0.01%
+62
374
$10K 0.01%
45
-17
375
$10K 0.01%
169
-18
13 14
15
16 17