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
451
$9.49K ﹤0.01%
450
452
$9.46K ﹤0.01%
+640
453
$9.35K ﹤0.01%
294
+67
454
$9.22K ﹤0.01%
448
+5
455
$9.13K ﹤0.01%
+760
456
$9.12K ﹤0.01%
1,600
457
$9.11K ﹤0.01%
600
458
$8.93K ﹤0.01%
196
+54
459
$8.85K ﹤0.01%
104
460
$8.76K ﹤0.01%
+850
461
$8.69K ﹤0.01%
389
462
$8.69K ﹤0.01%
800
463
$8.65K ﹤0.01%
124
+20
464
$8.58K ﹤0.01%
120
-2
465
$8.56K ﹤0.01%
62
466
$8.52K ﹤0.01%
510
467
$8.35K ﹤0.01%
248
-6
468
$8.31K ﹤0.01%
1,025
+100
469
$8.31K ﹤0.01%
74
-2,312
470
$8.27K ﹤0.01%
900
471
$8.26K ﹤0.01%
+62
472
$8.24K ﹤0.01%
740
+30
473
$8.24K ﹤0.01%
630
-8,910
474
$8.17K ﹤0.01%
23
+17
475
$8.17K ﹤0.01%
104
+52
17 18
19
20 21