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
451
$19.3K 0.01%
245
-269
452
$19.3K 0.01%
90
+17
453
$19.1K 0.01%
1,325
+704
454
$19.1K 0.01%
+885
455
$18.8K 0.01%
455
+1
456
$18.7K 0.01%
108
+5
457
$18.7K 0.01%
107
-235
458
$18.5K 0.01%
431
+99
459
$18.4K 0.01%
+660
460
$18.4K 0.01%
+497
461
$18.4K 0.01%
75
+51
462
$18.3K 0.01%
51
+16
463
$18.3K 0.01%
400
-150
464
$18.1K 0.01%
94
465
$18.1K 0.01%
1,210
+750
466
$17.9K 0.01%
287
-42
467
$17.8K 0.01%
860
+260
468
$17.6K 0.01%
910
+125
469
$17.6K 0.01%
382
+7
470
$17.5K 0.01%
844
471
$17.5K 0.01%
355
+70
472
$17.4K 0.01%
88
+7
473
$17K 0.01%
190
-9
474
$16.8K 0.01%
54
+16
475
$16.7K 0.01%
689
17 18
19
20 21