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
401
$11.9K 0.01%
260
402
$11.9K 0.01%
704
+465
403
$11.7K 0.01%
263
+180
404
$11.7K 0.01%
194
+1
405
$11.6K 0.01%
+100
406
$11.5K 0.01%
89
407
$11.3K 0.01%
8
408
$11.3K 0.01%
29
+10
409
$11.2K 0.01%
375
410
$11.2K 0.01%
400
411
$11.1K 0.01%
42
+32
412
$11.1K 0.01%
107
+71
413
$11.1K 0.01%
113
+70
414
$10.9K 0.01%
91
-51
415
$10.9K 0.01%
1,150
416
$10.8K 0.01%
1,200
417
$10.8K 0.01%
309
+3
418
$10.8K 0.01%
200
419
$10.8K 0.01%
132
+39
420
$10.7K 0.01%
+446
421
$10.7K 0.01%
388
422
$10.7K 0.01%
161
+20
423
$10.6K 0.01%
520
424
$10.6K 0.01%
278
+5
425
$10.4K 0.01%
720