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
351
$15.9K 0.01%
188
+100
352
$15.9K 0.01%
204
353
$15.8K 0.01%
278
+2
354
$15.8K 0.01%
241
+3
355
$15.7K 0.01%
39
+29
356
$15.5K 0.01%
479
357
$15.4K 0.01%
180
+116
358
$15.4K 0.01%
123
+69
359
$15.3K 0.01%
157
-56
360
$15.3K 0.01%
1,160
361
$15.1K 0.01%
45
+41
362
$15K 0.01%
+143
363
$14.9K 0.01%
+3,168
364
$14.8K 0.01%
57
+5
365
$14.7K 0.01%
1,300
+400
366
$14.7K 0.01%
+106
367
$14.6K 0.01%
540
+156
368
$14.6K 0.01%
+214
369
$14.6K 0.01%
+62
370
$14.5K 0.01%
901
+639
371
$14.4K 0.01%
39
+12
372
$14.3K 0.01%
34
+22
373
$14.2K 0.01%
68
374
$14.2K 0.01%
87
+62
375
$13.8K 0.01%
1,165
+200
13 14
15
16 17