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
476
$4K ﹤0.01%
+52
477
$4K ﹤0.01%
+44
478
$4K ﹤0.01%
211
-129
479
$4K ﹤0.01%
+27
480
$4K ﹤0.01%
200
481
$4K ﹤0.01%
30
-7
482
$4K ﹤0.01%
+51
483
$4K ﹤0.01%
+100
484
$4K ﹤0.01%
+100
485
$4K ﹤0.01%
+75
486
$4K ﹤0.01%
+91
487
$4K ﹤0.01%
+51
488
$4K ﹤0.01%
50
-25
489
$4K ﹤0.01%
109
-9
490
$4K ﹤0.01%
+101
491
$4K ﹤0.01%
+85
492
$4K ﹤0.01%
15
493
$4K ﹤0.01%
76
+28
494
$4K ﹤0.01%
+54
495
$4K ﹤0.01%
+135
496
$4K ﹤0.01%
+225
497
$4K ﹤0.01%
31
-8,462
498
$4K ﹤0.01%
86
+29
499
$4K ﹤0.01%
109
-56
500
$4K ﹤0.01%
+26
18 19
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