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
426
$10.4K 0.01%
119
427
$10.4K 0.01%
165
+111
428
$10.3K 0.01%
400
429
$10.3K 0.01%
430
430
$10.3K 0.01%
37
+23
431
$10.3K 0.01%
50
+41
432
$10.3K 0.01%
446
-251
433
$10.3K 0.01%
88
+9
434
$10.2K 0.01%
117
+1
435
$10.1K 0.01%
+437
436
$10.1K 0.01%
36
+11
437
$10.1K 0.01%
760
+150
438
$10K 0.01%
229
+2
439
$10K 0.01%
50
440
$10K 0.01%
145
441
$9.93K 0.01%
760
+100
442
$9.92K 0.01%
33
+8
443
$9.91K 0.01%
660
444
$9.89K 0.01%
1,300
+130
445
$9.8K 0.01%
1,200
446
$9.79K 0.01%
+78
447
$9.74K 0.01%
231
448
$9.71K 0.01%
+350
449
$9.68K 0.01%
1,050
+100
450
$9.62K 0.01%
126
+40
16 17
18
19 20