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
26
$2.02M 0.94%
51,234
-1,571
27
$2M 0.93%
119,065
-2,770
28
$1.91M 0.89%
15,755
-241
29
$1.89M 0.88%
32,022
+4,463
30
$1.86M 0.86%
64,481
-2,270
31
$1.78M 0.82%
139,650
-5,692
32
$1.77M 0.82%
6,138
-3,186
33
$1.75M 0.81%
10,701
-6
34
$1.74M 0.81%
37,056
-1,086
35
$1.66M 0.77%
9,743
+1,317
36
$1.65M 0.77%
42,266
-1,468
37
$1.65M 0.77%
88,871
-1,704
38
$1.63M 0.76%
20,068
-356
39
$1.63M 0.76%
16,272
+135
40
$1.59M 0.74%
19,572
-396
41
$1.58M 0.73%
13,733
-5,253
42
$1.52M 0.71%
41,272
-1,686
43
$1.52M 0.71%
18,458
-678
44
$1.39M 0.65%
8,840
-265
45
$1.37M 0.64%
18,917
-6,938
46
$1.33M 0.62%
9,109
+50
47
$1.33M 0.62%
12,238
-6
48
$1.33M 0.62%
26,258
-650
49
$1.26M 0.58%
+12,346
50
$1.21M 0.56%
10,850
+500
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