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
26
$2.12M 1.1%
48,685
+9,958
27
$2.08M 1.08%
5,430
+2,413
28
$2.06M 1.07%
145,979
+12,355
29
$2.03M 1.05%
12,840
+994
30
$1.99M 1.03%
14,659
+3,095
31
$1.89M 0.98%
30,869
+2,982
32
$1.86M 0.97%
43,253
+3,616
33
$1.79M 0.93%
39,048
+4,268
34
$1.71M 0.89%
29,573
+1,660
35
$1.66M 0.86%
20,411
-2,651
36
$1.66M 0.86%
95,047
+21,254
37
$1.62M 0.84%
12,495
+4,847
38
$1.59M 0.83%
61,057
-8,168
39
$1.45M 0.76%
143,611
+12,387
40
$1.42M 0.74%
10,121
+905
41
$1.39M 0.72%
13,824
+1,154
42
$1.38M 0.72%
75,001
-3,351
43
$1.37M 0.71%
17,587
+12,644
44
$1.36M 0.71%
+13,550
45
$1.32M 0.69%
5,498
+11
46
$1.32M 0.69%
35,277
+2,779
47
$1.26M 0.66%
7,031
-4,936
48
$1.24M 0.65%
31,174
+8,802
49
$1.23M 0.64%
14,715
-3,269
50
$1.21M 0.63%
8,017
+195
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