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
401
$24.4K 0.01%
1,428
+200
402
$24.4K 0.01%
270
+31
403
$24.3K 0.01%
537
-45
404
$24.2K 0.01%
+589
405
$24.2K 0.01%
407
-371
406
$24.2K 0.01%
185
+1
407
$24.2K 0.01%
60
-45
408
$24.1K 0.01%
+1,151
409
$24K 0.01%
201
-20
410
$24K 0.01%
116
-15
411
$23.9K 0.01%
332
+17
412
$23.8K 0.01%
2,856
-166
413
$23.7K 0.01%
141
+109
414
$23.6K 0.01%
1,399
+19
415
$23.6K 0.01%
544
+159
416
$23.2K 0.01%
+573
417
$23.1K 0.01%
1,909
-46
418
$23K 0.01%
783
-72
419
$22.9K 0.01%
620
+115
420
$22.6K 0.01%
305
+47
421
$22.3K 0.01%
150
+25
422
$21.9K 0.01%
1,470
-570
423
$21.8K 0.01%
1,635
+662
424
$21.6K 0.01%
710
-79
425
$21.4K 0.01%
211
+163
15 16
17
18 19