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
451
$5K ﹤0.01%
+44
452
$5K ﹤0.01%
24
-176
453
$5K ﹤0.01%
+34
454
$5K ﹤0.01%
+11
455
$5K ﹤0.01%
112
+42
456
$5K ﹤0.01%
367
+357
457
$5K ﹤0.01%
+16
458
$5K ﹤0.01%
+15
459
$5K ﹤0.01%
+15
460
$5K ﹤0.01%
+25
461
$5K ﹤0.01%
+38
462
$5K ﹤0.01%
+211
463
$5K ﹤0.01%
+95
464
$5K ﹤0.01%
+60
465
$5K ﹤0.01%
+159
466
$5K ﹤0.01%
115
-68
467
$5K ﹤0.01%
+158
468
$5K ﹤0.01%
+80
469
$5K ﹤0.01%
+12
470
$5K ﹤0.01%
+142
471
$5K ﹤0.01%
+131
472
$5K ﹤0.01%
65
473
$5K ﹤0.01%
+34
474
$5K ﹤0.01%
423
475
$4K ﹤0.01%
+47
17 18
19
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