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
401
$9K ﹤0.01%
1,000
+100
402
$8K ﹤0.01%
+200
403
$8K ﹤0.01%
+64
404
$8K ﹤0.01%
+149
405
$8K ﹤0.01%
+226
406
$8K ﹤0.01%
+45
407
$8K ﹤0.01%
111
+2
408
$8K ﹤0.01%
+120
409
$8K ﹤0.01%
+250
410
$8K ﹤0.01%
91
-33
411
$8K ﹤0.01%
+205
412
$8K ﹤0.01%
+52
413
$8K ﹤0.01%
+105
414
$8K ﹤0.01%
+250
415
$8K ﹤0.01%
+30
416
$8K ﹤0.01%
+1,200
417
$8K ﹤0.01%
112
+1
418
$7K ﹤0.01%
+1,000
419
$7K ﹤0.01%
+1,022
420
$7K ﹤0.01%
+594
421
$7K ﹤0.01%
+32
422
$7K ﹤0.01%
+33
423
$7K ﹤0.01%
+84
424
$7K ﹤0.01%
+11
425
$6K ﹤0.01%
21
-2
15 16
17
18 19