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
376
$10K 0.01%
500
377
$10K 0.01%
+478
378
$10K 0.01%
+110
379
$10K 0.01%
+193
380
$10K 0.01%
+96
381
$10K 0.01%
+510
382
$10K 0.01%
+550
383
$10K 0.01%
222
+2
384
$10K 0.01%
+250
385
$10K 0.01%
102
-4
386
$10K 0.01%
+300
387
$9K ﹤0.01%
27
-6
388
$9K ﹤0.01%
+400
389
$9K ﹤0.01%
+350
390
$9K ﹤0.01%
+660
391
$9K ﹤0.01%
+307
392
$9K ﹤0.01%
+35
393
$9K ﹤0.01%
+1,100
394
$9K ﹤0.01%
+43
395
$9K ﹤0.01%
+52
396
$9K ﹤0.01%
+350
397
$9K ﹤0.01%
+356
398
$9K ﹤0.01%
+27
399
$9K ﹤0.01%
+8
400
$9K ﹤0.01%
+348
14 15
16
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