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
351
$31.4K 0.01%
89
+7
352
$31.1K 0.01%
+301
353
$31.1K 0.01%
1,043
-74
354
$31K 0.01%
171
+56
355
$31K 0.01%
12
-2
356
$30.9K 0.01%
342
-4
357
$30.5K 0.01%
854
+129
358
$30.2K 0.01%
175
+3
359
$30.2K 0.01%
248
-71
360
$30.1K 0.01%
462
+120
361
$30.1K 0.01%
854
-206
362
$30.1K 0.01%
100
+41
363
$30K 0.01%
678
+13
364
$29.8K 0.01%
1,176
365
$29.5K 0.01%
222
+51
366
$29.3K 0.01%
101
-7
367
$29.2K 0.01%
+144
368
$29.1K 0.01%
215
369
$29.1K 0.01%
+240
370
$29K 0.01%
80
-19
371
$28.7K 0.01%
136
+30
372
$28.7K 0.01%
+315
373
$28.6K 0.01%
174
-5
374
$28.5K 0.01%
86
-7
375
$28.5K 0.01%
222
+5
13 14
15
16 17