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
426
$21.4K 0.01%
736
-213
427
$21.3K 0.01%
591
+56
428
$21.2K 0.01%
36
+9
429
$20.9K 0.01%
+257
430
$20.9K 0.01%
185
+3
431
$20.8K 0.01%
218
+8
432
$20.8K 0.01%
130
-17
433
$20.8K 0.01%
243
+55
434
$20.6K 0.01%
1,360
+200
435
$20.5K 0.01%
177
-85
436
$20.4K 0.01%
50
+30
437
$20.4K 0.01%
747
+5
438
$20.2K 0.01%
46
+26
439
$20.1K 0.01%
876
+225
440
$20.1K 0.01%
216
+32
441
$20.1K 0.01%
228
+31
442
$20K 0.01%
+337
443
$20K 0.01%
93
+69
444
$20K 0.01%
488
-56
445
$19.9K 0.01%
358
-4
446
$19.6K 0.01%
103
+14
447
$19.6K 0.01%
1,499
+330
448
$19.5K 0.01%
1,694
-742
449
$19.4K 0.01%
+277
450
$19.4K 0.01%
98
+48
16 17
18
19 20