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
426
$6K ﹤0.01%
+85
427
$6K ﹤0.01%
75
428
$6K ﹤0.01%
+29
429
$6K ﹤0.01%
132
+4
430
$6K ﹤0.01%
+153
431
$6K ﹤0.01%
240
-109
432
$6K ﹤0.01%
+90
433
$6K ﹤0.01%
+41
434
$6K ﹤0.01%
+45
435
$6K ﹤0.01%
+45
436
$6K ﹤0.01%
+64
437
$6K ﹤0.01%
+182
438
$6K ﹤0.01%
+29
439
$6K ﹤0.01%
+675
440
$6K ﹤0.01%
+122
441
$6K ﹤0.01%
150
-1
442
$6K ﹤0.01%
58
443
$5K ﹤0.01%
29
-3
444
$5K ﹤0.01%
50
-13
445
$5K ﹤0.01%
+81
446
$5K ﹤0.01%
+16
447
$5K ﹤0.01%
+66
448
$5K ﹤0.01%
+48
449
$5K ﹤0.01%
+137
450
$5K ﹤0.01%
+60
16 17
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