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
376
$28.2K 0.01%
619
+108
377
$28.2K 0.01%
+1,990
378
$28K 0.01%
57
-478
379
$27.8K 0.01%
516
380
$27.6K 0.01%
274
+268
381
$27.5K 0.01%
309
+19
382
$27.4K 0.01%
571
+252
383
$27.3K 0.01%
288
+59
384
$26.7K 0.01%
901
+212
385
$26.7K 0.01%
109
+74
386
$26.7K 0.01%
219
+26
387
$26.7K 0.01%
569
+10
388
$26.6K 0.01%
+335
389
$26.1K 0.01%
468
+168
390
$26.1K 0.01%
172
-25
391
$26K 0.01%
309
+7
392
$25.8K 0.01%
120
+11
393
$25.8K 0.01%
144
+11
394
$25.6K 0.01%
321
+75
395
$25.4K 0.01%
196
+65
396
$25K 0.01%
259
+46
397
$24.6K 0.01%
284
+23
398
$24.5K 0.01%
297
+49
399
$24.4K 0.01%
518
-103
400
$24.4K 0.01%
496
+13
14 15
16
17 18