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
376
$13.7K 0.01%
348
+288
377
$13.7K 0.01%
106
-12
378
$13.5K 0.01%
+101
379
$13.4K 0.01%
180
-6
380
$13.3K 0.01%
720
+60
381
$13.3K 0.01%
58
+39
382
$13.2K 0.01%
24
+7
383
$13.1K 0.01%
1,400
+100
384
$13.1K 0.01%
99
+74
385
$12.9K 0.01%
+206
386
$12.9K 0.01%
92
-372
387
$12.8K 0.01%
700
-205
388
$12.8K 0.01%
+196
389
$12.7K 0.01%
+197
390
$12.7K 0.01%
66
+23
391
$12.6K 0.01%
85
+29
392
$12.4K 0.01%
40
+27
393
$12.4K 0.01%
286
394
$12.3K 0.01%
108
+28
395
$12.1K 0.01%
+183
396
$12.1K 0.01%
450
-1,042
397
$12.1K 0.01%
49
+10
398
$12.1K 0.01%
+927
399
$12K 0.01%
50
+32
400
$11.9K 0.01%
160
+1
14 15
16
17 18